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.
| Application Pack | Terms & Conditions | Fund List | Brochures |
| Contact Name | Phone Number | |
|---|---|---|
| IFA Support - Tony Lyons | 01202 854 864 | tony@waygroup.co.uk |
| Technical administration queries - Mark Benson | 01202 854 881 | mark@waygroup.co.uk |
| Sales (East Anglia) - Bob Boustead | 07970 891 763 | bob@waygroup.co.uk |
| Sales (Midlands & North) - John Humphreys | 07779 334 523 | john@waygroup.co.uk |
| Sales (London & South East) - Peter Atkins | 07500 602 558 | peter@waygroup.co.uk |
| Sales (S. West & N. Ireland) - Rob Owen | 07970 891 764 | rob@waygroup.co.uk |
| All other enquiries | 01202 890 895 | IFAsupport@waygroup.co.uk |
| Head of Sales - Eddie OGorman | 07976 277 286 | eddie@waygroup.co.uk |
As an independent wrap provider, and because we were formed by IFAs for IFAs, we understand that each one of your clients can have very specific and individual needs. Due to the subjective nature of these needs, we will leave the comparison of the Product Partners up to you.
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