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 Trustees

A professional trustee service for all trust arrangements.

Professional Trustee Services

In the past it was sufficient for a trustee simply to be a trustworthy individual. However, their role and responsibilities have become more complex and the advent of increased regulation and litigation means the duties of a trustee have taken on a whole new dimension.

By using a Professional Trustee you will be reassured that they will:

The exercise of these duties will require a trustee to use their judgement in the context of all the relevant circumstances before making a decision. To apply this judgement effectively requires experience and, in most cases, specialist training.

WAY Tax & Trustee Advisory Services (WTTAS) offers an expert and specialist corporate trustee service for not only the WAY Inheritor Plans, provided by WAY Investment Services Limited but for other types of Trusts.

The Trustee Act 2000 is the legislation that all trustees must adhere to. It does not pay to have an unskilled lay person dealing with the administration of your trust. WTTAS has the experience to administer your trust bearing in mind your wishes, treating your beneficiaries fairly and complying with the legislation within the Act. 

Don’t leave it to someone inexperienced in trust matters. Appoint a professional skilled in all aspects of trustee work.

 

 

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.