WAY Inheritor Plans

Plan documents

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.

Application package: The WAY Inheritor Plans - call or email as above

Issue date: February 2015

The Award Winning WAY Flexible Inheritor Plan Adviser Guide

Issue date: October 2018

The Award Winning WAY Flexible Inheritor Plan Client Guide

Issue date: October 2018

The Award Winning WAY Flexible Inheritor Plan Key Information Client Guide

Issue date: October 2018

The Award Winning WAY Flexible Inheritor Plan product fact sheet

Issue date: October 2018

The WAY Estate Transfer Plan brochure

Issue date: October 2018

The WAY Estate Transfer Plan product fact sheet

Issue date: October 2018

The WAY Gifts from Income Inheritor Plan Adviser Guide

Issue date: October 2018

The WAY Gifts from Income Inheritor Plan Client Guide

Issue date: October 2018

The WAY Gifts from Income Inheritor Plan Key Information Client Guide

Issue date: October 2018

The WAY Gifts from Income Inheritor Plan product fact sheet

Issue date: October 2018

The WAY Inheritor Loan Plan Adviser Guide

Issue date: October 2018

The WAY Inheritor Loan Plan Client Guide

Issue date: October 2018

The WAY Inheritor Loan Plan Key Information Client Guide

Issue date: October 2018

The WAY Inheritor Loan Plan product fact sheet

Issue date: October 2018

WAY Tax & Trustee Advisory Services Brochure

Issue date: October 2018