The WAY Group - Inheritance Tax Planning
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The WAY Group is at the forefront of IHT planning, providing a range of specialist products that offer effective solutions to contemporary inheritance tax issues. The WAY Inheritor Plans support the requirements of IFAs and provide a suite of flexible trusts that can meet the needs of clients and deliver the desired IHT mitigation objectives effectively.
A key feature of the WAY Inheritor Plans are their ability to provide sophisticated trusts offering IHT mitigation for both capital sums and surplus income whilst providing clients with a unique degree of access and control. These plans are also designed to be easily marketed by IFAs and provide flexible customer agreed remuneration.
The availability of the Inheritor Plans on Ascentric delivers to IFAs an open architecture IHT solution on a market leading Wrap platform. This enables IFAs to offer a portfolio of investments from a wide choice of funds within the plans and to manage these investments efficiently via the platform
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