In this episode of The Financial Planning Club Podcast, Lewis is joined by Mark Wintle, Business Development Manager at WAY Trustees, award-winning estate planner, and former IFA with over 30 years in the profession.

Mark shares how advisers can naturally bring trusts into the conversation, what makes WAY's approach different, and why trust planning isn't just for the ultra-wealthy.

With a unique perspective from both sides of the advice process, Mark explains how smart estate planning drives better client outcomes, across generations.

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