WAY Group Newsletter for Financial Advisers | October 2010

IFA invitation to the WAY Inheritance Tax Autumn 2010 Seminars

'Estate planning for IFAs and their clients...'

WAY is holding a series (eight in all) of Estate Planning seminars for IFAs across the country.

Estate planning may have been off the general radar for a little while now; however with the Government freezing the nil rate band at £325,000 until 2015/16, many more individuals will leave their beneficiaries in line for considerable inheritance tax bills.

Now is the ideal time to revisit those clients who may already feel that their estate planning is complete, as well as to seek out new prospects.

That's where the WAY Group can help. Not only do we have range of innovative investment strategies available, we can also provide you with the tools and information necessary to make estate planning a compelling venture for both you and your clients.

Please Note: All seminars are 10:00 a.m. for a 10:30 a.m. start.

Dates, Locations & Venues

Click here to view the list and dates of all WAY seminars

Registration

Book now.

Please R.S.V.P. to Tony Lyons, IFA Support Manager, either:
by telephone: 01202 890895 or
by email: tony@waygroup.co.uk

PS: If you are unable to make it, then why not pass on our invitation to a colleague?

– Ends –

Associated Links:

Website: The WAY Inheritor Plans

Details of: WAY Inheritance Tax Autumn 2010 Seminars

How to contact us

If you wish to discuss any matters arising from this seminar invitation or, indeed, want to talk to us about any of WAY's products, then you are most welcome to call either Tony Lyons, IFA Support Manager, or Mark Benson TEP, Technical Manager , on head office telephone number: 01202 890895. Or, if you prefer, you can use the website: Contact Form to get in touch. We look forward to hearing from you.

The WAY Group Newsletter for Financial Advisers | October 2010

Please Note:
This document has been prepared for Financial Intermediary Clients and Professional Associates of WAY Investment Services Ltd and is not intended for and must not be distributed to Private Investors. This document does not constitute investment advice. Services referred to in this document may not be suitable for every investor and if in doubt independent financial advice should be sought. No representation or warranty is given (express or implied) as to the accuracy, completeness or correctness of the information nor the opinions, interpretations and conclusions contained in this document. No liability is accepted whatsoever for any loss howsoever arising from any information in this document subject to the rules of the Financial Services Authority or the Financial Services and Markets Act 2000. Past performance is not necessarily a guide to future returns and changes in rates of exchange between currencies may cause the value of investments to rise or fall. Share prices, values and income can go down as well as up and investors may get back less than their initial investment. WAY Investment Services Ltd is an Appointed Representative of WAY Fund Managers Ltd which is authorised and regulated by the Financial Services Authority.