

# Event Details

- **Event Name**: What does good Estate Planning look like post-Budget - Winchester
- **Event Start and End Date**: Wed, 11 Feb, 2026 at 09:30 am – Wed, 11 Feb, 2026 at 12:30 pm
- **Event Description**: Join WAY Trustees Limited &amp; Rathbones to find out what good Estate Planning looks like post-Budget &amp; how Consumer Duty is shaping advice.About this EventWhat does good Estate Planning look like post-Budget &amp; how Consumer Duty is shaping adviceWhen: Wednesday 11th February 202609:30 - 12:30pmWhere: The Winchester Royal Hotel? Complimentary Breakfast on us!Stay ahead of the curve with WAY Trustees Limited and Rathbones with an insightful session exploring what good estate planning looks like in a post-Budget world and how Consumer Duty is shaping advice.In this session:Mark Wintle – WAY’s Business Development Manager and Richard Robson - Investment Director at Rathbones, will share practical insights to help Professional Advisers navigate the evolving planning landscape and deliver better outcomes for clients.By the end of the session, you will be able to…Incorporate Budget Changes into your PlanningUnderstand The Framework Behind Good Estate PlanningIntegrate Consumer Duty Principles into your IHT &amp; Trust Planning ProcessAssess &amp; Apply multiple Trust frameworksOptimise tax efficiency through effective Trust based planning strategiesThis in-person session is perfect for industry professionals wanting to stay informed, proactive and confident in delivering compliant, forward-thinking advice.Your speakers:Mark WintleBusiness Development Manager (South) at WAY Trustees LimitedMark has worked in financial services since 1993 and joined WAY in 2017. He provides technical support to professional Advisers and clients on inheritance tax planning and the strategic use of trusts. A Level 4 qualified professional and STEP member, Mark has held roles in technical, training, advising and compliance.Richard RobsonInvestment Director at Rathbones &amp; Chartered Fellow of the Institute for Securities &amp; InvestmentRichard manages portfolios for private clients, trusts, charities and companies. He began his career in management consultancy before moving into wealth management with senior roles at Killik &amp; Co, Duncan Lawrie, and Smith &amp; Williamson. Richard is a University of Bristol graduate with first-class honours and is also a Chartered Wealth Manager.Limited Spaces - Secure you place today!TimingsRegistration will commence at 9:30am with hot drinks and breakfast rolls served on arrival, presentations will begin at 10:00 running until 12:30pm.ParkingThere is council owed carpark which is just across the road from the hotel and is chargeable between 7am and 6pm as per below.
- **Event URL**: https://allevents.in/winchester/what-does-good-estate-planning-look-like-post-budget-winchester/100001977024441324
- **Event Categories**: workshops, nonprofit, charities, business
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fwhat-does-good-estate-planning-look-like-post-budget-winchester-tickets-1977024441324
- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Winchester
- **state**: EN
- **country**: United Kingdom
- **location**: Winchester Royal Hotel
- **lat**: 51.0636969
- **long**: -1.3149341
- **full address**: Winchester Royal Hotel, Saint Peter Street, Winchester, United Kingdom

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: WAY Trustees Limited (https://allevents.in/org/way-trustees-limited/21262325)

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## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 11 Feb, 2026 at 09:30 am
- **Q**: Where is the event happening?
  - **A:** Winchester Royal Hotel, Saint Peter Street, Winchester, United Kingdom
- **Q**: What is the ticket price?
  - **A:** starting from 0 up to 0 USD
- **Q**: Who is organizing the event?
  - **A:** WAY Trustees Limited
- **Q**: What type of event is this?
  - **A:** workshops, nonprofit, charities, business
- **Q**: Where can I find ticket details about What does good Estate Planning look like post-Budget - Winchester ?
  - **A:** You can find ticket details about this event on AllEvents.

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