Click on the links below to open the pdf of each item. Please note pdfs open in a new window.
To obtain the Inheritor Plans application package please call us on 01202 890895 or email us.
WAY Inheritor Plans
Plan documents
Application package: The WAY Inheritor Plans - call or email as above | Issue date: April 2019 | |
The Award Winning WAY Flexible Inheritor Plan Adviser Guide | Issue date: February 2020 | |
The Award Winning WAY Flexible Inheritor Plan Client Guide | Issue date: February 2020 | |
The Award Winning WAY Flexible Inheritor Plan Key Information Client Guide | Issue date: February 2020 | |
The Award Winning WAY Flexible Inheritor Plan product fact sheet | Issue date: January 2020 | |
The WAY Duo Inheritor Plan brochure | Issue date: February 2020 | |
The WAY Duo Inheritor Plan product fact sheet | Issue date: January 2020 | |
The WAY Estate Transfer Plan brochure | Issue date: October 2018 | |
The WAY Estate Transfer Plan product fact sheet | Issue date: March 2019 | |
The WAY Gifts from Income Inheritor Plan Adviser Guide | Issue date: February 2020 | |
The WAY Gifts from Income Inheritor Plan Client Guide | Issue date: February 2020 | |
The WAY Gifts from Income Inheritor Plan Key Information Client Guide | Issue date: February 2020 | |
The WAY Gifts from Income Inheritor Plan product fact sheet | Issue date: January 2020 | |
The WAY Inheritor Loan Plan Adviser Guide | Issue date: February 2020 | |
The WAY Inheritor Loan Plan Client Guide | Issue date: February 2020 | |
The WAY Inheritor Loan Plan Key Information Client Guide | Issue date: February 2020 | |
The WAY Inheritor Loan Plan product fact sheet | Issue date: January 2020 | |
The WAY Pro Sports Trust Brochure | Issue date: July 2020 | |
The WAY Pro Sports Trust Key Information Brochure | Issue date: July 2020 | |
The WAY Pro Sports Trust Product Fact Sheet | Issue date: July 2020 | |
WAY Tax & Trustee Advisory Services Brochure | Issue date: October 2018 | |
Your Simple Guide to Inheritance Tax | Issue date: October 2019 |