Smart Estate Planning: Multi Trust Strategies for Effective IHT Mitigation

Budget changes and Consumer Duty have made effective trust planning more important, and more complex—than ever. Join The Financial Planning Club and WAY Trustees Limited to explore multitrust strategies that deliver strong IHT outcomes while protecting clients from foreseeable harm. What You’ll Learn: Practical strategies to reduce Periodic/Exit Charges How to order trust settlements for tax efficiency Key risks and how to avoid Consumer Duty breaches Case examples of long-term estate planning success Speakers: Lee Old, Co-Founder, The Financial Planning Club John Humphreys, Business Development Manager, WAY Trustees Limited