WAY Trustees Limited in partnership with Aetas Partners and Keylu is excited to share that in May 2023, it’ll be hitting the road to provide the latest insight and expertise in powerful lifetime estate planning strategies – helping you preserve family wealth for future generations in across the country!
With other events taking place in Bristol and Cheshire, Way Trustees Limited invites to Poole on Wednesday 24th May at Broadstone Golf Club to explore how its comprehensive range of services can assist you in safeguarding financial legacies.
There are two sessions per day; the first is an Estate Planning Breakfast Briefing specifically for Financial Advisers in the area (breakfast rolls provided!). The second has been designed for individuals, families and their Advisers to provide an opportunity to meet the experts from WAY, Aetas Partners and Keylu to explore the various Estate Planning Strategies provided by its experts, which will be followed by a light lunch for attendees.
WAY Trustees Limited is based in Wimborne and provides a unique range of flexible trust solutions combined with a professional trustee service which helps to control and preserve family wealth with long-term intergenerational tax planning, whilst removing the complexities of administering and managing a trust.
Aetas Partners is a boutique financial consultancy who combine independent financial planning with specialist advice in a unique collaborative approach that saves time, reduces frustration and ensures you achieve your best financial outcomes.
Keylu is a boutique financial consultancy who combine independent financial planning with specialist advice in a unique collaborative approach that saves time, reduces frustration and ensures you achieve your best financial outcomes.
Your speakers:
Nathan Blackmore & Matthew Steiner will highlight the benefits of their collaboration.
Mark Wintle will Introduce the Acrobat Trust, a solution to the gifting dilemma.
Daniel Cottam will share financial and estate planning ideas to maximise your legacy.
Ian Dibb from Keylu will demonstrate their unique life administration product.
Places are limited – so please book your place today using the link below.
https://www.eventbrite.co.uk/o/way-trustees-limited-60637521063