WAY Trustees

Mark Wintle at WAY Trustees Limited explains: With recent Budget proposals bringing IHT planning back into focus, now is the time for advisers to reassess how they approach Trust planning — and whether they are meeting the standards set by the Consumer Duty. One area of concern is the failure to consider multiple Trust frameworks…

Nathan Blackmore at WAY Trustees Limited explains: Estate planning is changing—and fast. With recent shifts in pension legislation, rising client expectations, and increased regulatory scrutiny, financial advisers are under more pressure than ever to provide advice that is not only compliant but also technically robust and strategically forward-thinking. However, many advice firms still operate with…