About Us

WAY is a leading provider of Inheritance Tax planning solutions

WAY Investment Services

WAY is an independent financial services group which in recent years has built a reputation as a leading provider of sophisticated and flexible trust-based inheritance tax planning solutions. We operate across the UK solely through financial advisers to meet the varying needs of your clients, and our services are backed up by first rate technical and administrative support.
 

Innovative approach

We continue to be at the forefront of estate planning and product development. Increasingly we are forging alliances with third parties, including fund platforms and discretionary investment managers, in order to offer new investment and tax mitigation options to you and your clients.
 

Supporting advisers

Our plans and services are distributed only through UK regulated financial advisers. We recognise that advisers need support in what can be a highly complex area, and we are committed to explaining technical matters in plain language.

If you are a UK regulated financial adviser and want to find out more about us, please get in touch with us using the contact details at the top of the page.

 

The WAY Group key facts:

Founding date:     1996

Ownership:           Private - mostly held by executives, staff, friends and family.

Key products:       Inheritance Tax mitigation plans, Income Plan.

WAY Investment Services is a wholly owned subsidiary of the WAY Group.