14/08/2026
We hope you can join us for our next practical and informal session - What We Leave Behind - Estate Planning, Wealth & the Conversations Advisers Should Be Having, designed specifically for financial advisers, estate planning lawyers, accountants and wealth professionals.
Join this online conversation with estate planning lawyer and philanthropy adviser Rachael Rofe.
The rules around estate planning are changing, but some of the most important conversations advisers can have with clients go well beyond tax and documents.
Rachael will unpack the 2026 Budget changes affecting testamentary trusts, what they mean for existing estate plans, and why these structures may now play an even more important role in tax-effective wealth transfer and asset protection.
The conversation will also look beyond the technical side of estate planning: how can advisers help clients think about what they want their wealth to achieve — for their family, future generations and, where relevant, through philanthropy and charitable giving.
Clients are increasingly thinking about more than simply transferring assets. They want to preserve family unity, protect the wealth they have built, pass on the values that shaped it and ensure nothing is left on the table — whether that’s tax value, asset protection or family values.
Event Details:
Date: Wednesday 2 September, 10 - 11am
Online event: Link to be shared closer to the date
Registration is essential
Register to join this session: https://events.humanitix.com/what-we-leave-behind-estate-planning-wealth-and-the-conversations-advisers-should-be-having