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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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.

 

The WAY Funds

Nothing contained in any WAY Group publications, whether printed or online, should be construed as an invitation or inducement to engage in investment activity or as amounting to advice on whether to make any investment or not. Accordingly, the reader should not treat the contents of any published WAY literature as constituting advice relating to legal, taxation or investment matters and is strongly advised take their own investment advice from an independent financial adviser who is authorised and regulated by the Financial Conduct Authority to do so.  Members of WAY Group are no longer regulated under the Financial Services legislation and therefore do not, and will not, offer investment advice.

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

Issue date: May 2021

The Award Winning WAY Flexible Inheritor Plan Adviser Guide

Issue date: May 2021

The Award Winning WAY Flexible Inheritor Plan Client Guide

Issue date: May 2021

The Award Winning WAY Flexible Inheritor Plan Key Information Client Guide

Issue date: May 2021

The Award Winning WAY Flexible Inheritor Plan product fact sheet

Issue date: May 2021

The WAY Gifts from Income Inheritor Plan Adviser Guide

Issue date: May 2021

The WAY Gifts from Income Inheritor Plan Client Guide

Issue date: May 2021

The WAY Gifts from Income Inheritor Plan Key Information Client Guide

Issue date: May 2021

The WAY Gifts from Income Inheritor Plan product fact sheet

Issue date: May 2021

The WAY Inheritor Loan Plan Adviser Guide

Issue date: May 2021

The WAY Inheritor Loan Plan Client Guide

Issue date: May 2021

The WAY Inheritor Loan Plan Key Information Client Guide

Issue date: May 2021

The WAY Inheritor Loan Plan product fact sheet

Issue date: May 2021

The WAY Pro Sports Trust Brochure

Issue date: May 2021

The WAY Pro Sports Trust Key Information Brochure

Issue date: May 2021

The WAY Pro Sports Trust Product Fact Sheet

Issue date: May 2021

WAY Tax & Trustee Advisory Services Brochure

Issue date: May 2021

Your Simple Guide to Inheritance Tax

Issue date: April 2021