Important Information

The information within this website is intended for professional advisers only and is not directed at private individuals. No information on any part of the website should be construed as investment advice, tax advice or as confirmation that a product or service is suitable for a specific investor. Members of WAY Group are no longer regulated under the Financial Services legislation and therefore do not, and will not offer investment advice.

A new website for private individuals is under construction and will be available soon. If you are a private individual please do not enter this site but do consult your personal financial adviser about our services and information.

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Welcome to WAY Investment Services

WAY is an independent provider of personal trust based wealth preservation planning and management solutions.

In its simplest terms, inheritance tax is a tax on the money or assets that a person leaves behind when they die. It can also apply to certain gifts made during a person's lifetime.

Importantly, inheritance tax is no longer solely a tax issue for the very wealthy. With rising property values, more and more people have to consider inheritance tax planning.

That’s where our inheritance tax trust solutions can help. 

Download our Simple Guide to Inheritance Tax here