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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About Us

WAY is a leading provider of Inheritance Tax planning solutions

WAY Investment Services

WAY is an independent provider of trust-based wealth preservation planning and management solutions. We operate across the UK solely through financial advisers to meet the varying needs of your clients. Our services are backed up by first-rate, in-house 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 here


WAY Pro Sports Trust 

Playing sport at the highest level and getting paid for it has got to be one of the best things in the world. However, transitioning from a career in sport can sometimes be difficult and stressful especially if this happens suddenly through forced retirement. To offset this, you could set aside some of what you are earning now in order to ensure you are comfortable in the future. 

WAY Investment Services offer the Pro Sports Trust: a special type of arrangement that helps to safeguard a professional athlete's financial future when they retire from professional sport.

Pro Sports Trust


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.