http://www.waygroup.co.uk/en-gbCopyright 2013 WAY Investment ServicesFri, 03 May 2013 19:13:21 GMTWe are delighted to be co-hosting Trust and Tax Planning Seminars for IFAs, in seven key cities and commencing in May 2013, with Fortress Management Services, experts in the legal, financial and tax implications of offshore structures. (April 2013) http://www.waygroup.co.uk//cms/site/news/trust-and-tax-planning-seminars-for-ifas.aspxWed, 24 Apr 2013 11:27:17 GMTLatest NewsWhy finding the right trust is essential to estate planning and long-term family wealth preservation. (February 2013)http://www.waygroup.co.uk//cms/site/news/wealth-preservation.aspxWed, 13 Feb 2013 09:08:47 GMTLatest NewsPress Release: WAY Fund Managers buys International Financial Data Services’ ACD subsidiary IFDS Managers – now poised to roll out major expansion of third party fund management business. (January 2013) http://www.waygroup.co.uk//cms/site/news/pr-way-ifds.aspxWed, 23 Jan 2013 09:32:46 GMTLatest NewsWe were recently asked by a financial publication to pen an answer to a question posed to them in respect of a relocating retired couple who had been advised to use a Business Property Relief based scheme to ease their IHT problem... (December 2012) http://www.waygroup.co.uk//cms/site/news/iht-case-study.aspxSun, 09 Dec 2012 11:10:43 GMTLatest NewsSilver can be regarded as the poor man’s gold. However as Ian Williams, manager of the WAY Charteris Gold Portfolio Fund writes, silver can be the best friend the gold investor has ever had. (November 2012)http://www.waygroup.co.uk//cms/site/news/silver-lining-for-a-gold-fund.aspxThu, 08 Nov 2012 13:19:33 GMTLatest NewsWe are delighted to be co-hosting the Trust and Tax Planning Masterclass for IFAs in Autumn 2012 with Fortress Management Services, experts in the legal, financial and tax implications of offshore structures. (August 2012) http://www.waygroup.co.uk//cms/site/news/trust-tax-planning-masterclass.aspxThu, 02 Aug 2012 17:58:11 GMTLatest NewsUCITS IV introduced a new point-of-sale consumer disclosure document to provide investors with clearer and more concise information to help their decision-making - called a Key Investor Information Document (KIID). (July 2012).http://www.waygroup.co.uk//cms/site/news/kiids.aspxThu, 05 Jul 2012 14:54:54 GMTLatest NewsPress Release: The WAY Group announces opening of new London office in the heart of the Square Mile. The new City base reflects the company's dynamic growth. (April 2012)http://www.waygroup.co.uk//cms/site/news/press-release-london-office.aspxMon, 23 Apr 2012 09:56:49 GMTLatest NewsPress Release: The WAY Group selects StatPro Revolution to underpin and streamline investment performance analysis as the company gears up for 2012 fund management expansion. (February 2012)http://www.waygroup.co.uk//cms/site/news/press-release-statpro.aspxTue, 31 Jan 2012 11:47:18 GMTLatest NewsThe Big Question: What are your top investment calls for China? Gabrielle Knights, Investment Manager of the WAY Asian Spice Portfolio Fund examines the growing infrastructure opportunities for investment in China in 2012. (January 2012) http://www.waygroup.co.uk//cms/site/news/the-big-question-what-are-your-top-investment-calls-for-china.aspxThu, 26 Jan 2012 09:08:04 GMTLatest NewsFew topics generate as much heated debate as that of inheritance tax (IHT). Today, a greater number of people are finding that their total estate could well exceed the limits after which inheritance tax is payable - so, act now. (October 2011)http://www.waygroup.co.uk//cms/site/news/iht-mitigation1.aspxTue, 18 Oct 2011 08:00:00 GMTLatest NewsHear Professors Stephen Thomas and Andrew Clare (from London's Cass Business School), detail their examination of the ongoing Active vs Passive debate which has given rise to a new fund model - the WAY Hasley Global Momentum Fund. (October 2011)http://www.waygroup.co.uk//cms/site/news/active-vs-passive-seminars.aspxMon, 10 Oct 2011 17:52:47 GMTLatest NewsThe WAY Fund Peddlers undertook a 100 mile cycling challenge to raise money for two charities: Juvenile Diabetes Research Foundation (for young people with Type 1 diabetes) and The Neuroblastoma Society (fighting childhood cancer). (September 2011)http://www.waygroup.co.uk//cms/site/news/cycling-for-charity.aspxTue, 04 Oct 2011 16:36:00 GMTLatest NewsNow may be the ideal time to revisit clients who feel that their estate planning is already complete, as well as to seek out new prospects. To find out how WAY can help, you are invited to attend one of our Autumn seminars. (September 2011)http://www.waygroup.co.uk//cms/site/news/estate-planning-and-iht-mitigation-seminars-autumn-2011.aspxMon, 03 Oct 2011 12:23:00 GMTLatest NewsWe are fast approaching 1,000 live trusts in operation at a time when the tax is a veritable political football. WAY’s plans are intended to allow clients to deal with their IHT liability without feeling financially denuded. (August 2011)http://www.waygroup.co.uk//cms/site/news/iht-mitigation2.aspxThu, 25 Aug 2011 14:56:05 GMTLatest NewsA key objective for clients’ long-term investments will be to grow their wealth at a greater rate than it is eroded by inflation. Advisers should see the potential in securing a healthy Return on Planning for their clients in IHT mitigation. (August 2011)http://www.waygroup.co.uk//cms/site/news/iht-mitigation.aspxMon, 08 Aug 2011 23:09:49 GMTLatest NewsMoneyfacts Awards 2011 - WAY Group has been short-listed for two awards in the Investment Life & Pensions Moneyfacts Awards 2011. (July 2011)http://www.waygroup.co.uk//cms/site/news/awards-2011.aspxMon, 25 Jul 2011 16:29:36 GMTLatest NewsEstate planning should be on your radar; with the Government freezing the nil rate band at £325,000 until 2014/15, many more individuals will leave their beneficiaries in line for considerable inheritance tax bills. (June 2011)http://www.waygroup.co.uk//cms/site/news/iht-mitigation-and-estate-planning.aspxThu, 14 Jul 2011 23:30:00 GMTLatest NewsAs an IFA you are invited to a seminar to hear Professor Stephen Thomas from London's Cass Business School speak of a possible solution to the ongoing Active vs Passive debate - the WAY Hasley Global Momentum Fund. (June 2011) http://www.waygroup.co.uk//cms/site/news/active_vs_passive_ifa_seminar.aspxThu, 14 Jul 2011 12:45:00 GMTLatest NewsWAY Group and Hasley Investment Management have teamed up to launch this Momentum fund that moves between developed equity exchange traded funds and cash using a computer based trading system devised by academics at the Cass Business School. (June 2011)http://www.waygroup.co.uk//cms/site/news/upward-momentum.aspxFri, 03 Jun 2011 09:58:34 GMTLatest NewsJoin selected IFAs to the unveiling of an innovative fund construction that offers exposure to equity markets in a risk controlled and inexpensive fashion. The WAY Hasley Momentum Fund is ideal as a core portfolio holding. (April 2011)http://www.waygroup.co.uk//cms/site/news/ifa-seminars.aspxMon, 04 Apr 2011 11:16:24 GMTLatest NewsBudget 2011 (IHT) - the only real point of note is the inclusion of a tax rate reduction for charity donations. The basic rules remain unchanged, with no mention of the proposed legislation review by the Office of Tax Simplification (OTS). (March 2011)http://www.waygroup.co.uk//cms/site/news/budget-2011.aspxMon, 28 Mar 2011 17:07:37 GMTLatest NewsWAY Group and Hasley Investment Management have joined forces with leading academics from London’s prestigious Cass Business School to design and launch the new trend-following Global Momentum Fund on 28th February 2011. (February 2011)http://www.waygroup.co.uk//cms/site/news/momentum-fund-launch.aspxSun, 27 Feb 2011 19:11:04 GMTLatest NewsLeading CASS Business School academics to unveil radical new investment protocols ahead of WAY Group/Hasley trend-following momentum Fund launches in 2011. (January 2011) http://www.waygroup.co.uk//cms/site/news/new-investment-protocols.aspxWed, 22 Dec 2010 15:43:22 GMTLatest NewsJoin selected IFAs and journalists to a preview of an innovative fund construction that offers exposure to equity markets in a risk controlled and inexpensive fashion, ideal as a core portfolio holding. (December 2010) http://www.waygroup.co.uk//cms/site/news/fund-preview.aspxWed, 22 Dec 2010 11:08:51 GMTLatest NewsWAY Group unveils Green Fund microsite to mark beginning of National Ethical Investment Week – and is shortlisted for climate change award. (November 2010)http://www.waygroup.co.uk//cms/site/news/press-release-green-fund-microsite.aspxWed, 10 Nov 2010 14:39:04 GMTLatest NewsPress Release: WAY launches the new WAY Absolute Return Fund with a radical new charging approach to delivering performance to investors. (August 2010) http://www.waygroup.co.uk//cms/site/news/pr-way-absolute-return-fund-launch.aspxTue, 24 Aug 2010 10:35:00 GMTLatest NewsThree new specialist funds launched in August 2010, viz: WAY Absolute Return Fund; WAY Asian Spice Fund; and WAY Freestyle Growth Fund. Radical 'No win, no fee' charging structure. (August 2010) http://www.waygroup.co.uk//cms/site/news/charges-linked-to-fund-performance.aspxMon, 16 Aug 2010 22:26:40 GMTLatest NewsPress Release: Three new specialist funds will all be launched in August 2010, viz: WAY Absolute Return Fund; WAY Asian Spice Fund; and WAY Freestyle Growth Fund. 'No win, low fee' approach to delivering performance to investors. (August 2010)http://www.waygroup.co.uk//cms/site/news/pr-specialist-funds.aspxWed, 04 Aug 2010 09:24:58 GMTLatest NewsIan Williams' (the WAY Charteris Gold Portfolio Fund) present belief in gold as an investment has been shaped primarily by his views of economics in the fixed-interest arena. (July 2010) http://www.waygroup.co.uk//cms/site/news/heavy-metal.aspxThu, 08 Jul 2010 14:56:03 GMTLatest NewsLaunched only four months ago, the WAY Charteris Gold Portfolio is the Number 1 fund out of 2,500+ funds across all IMA sectors over three months. (July 2010) http://www.waygroup.co.uk//cms/site/news/go-for-gold.aspxFri, 02 Jul 2010 10:00:12 GMTLatest NewsAt WAY all eyes are inevitably fixed on the announcements regarding capital taxes, in particular Capital Gains Tax (CGT) and Inheritance Tax (IHT). The news on IHT is quickly summarised – there’s nothing new. (June 2010)http://www.waygroup.co.uk//cms/site/news/the-emergency-budget.aspxWed, 23 Jun 2010 00:49:23 GMTLatest NewsWhat does the new political coalition mean for those advising clients on IHT planning? WAY’s Technical Manager, Mark Benson TEP, looks at the certainties and the future possibilities arising from the blue and yellow blend. (May 2010) http://www.waygroup.co.uk//cms/site/news/coalition-government-and-iht-planning.aspxThu, 20 May 2010 11:14:49 GMTLatest NewsPress Release: Notification of the change to a single pricing basis in respect of the WAY Global Blue Managed Portfolio Trust and WAY Global Red Active Portfolio Trust. (April 2010)http://www.waygroup.co.uk//cms/site/news/notification-pricing.aspxWed, 21 Apr 2010 12:40:25 GMTLatest NewsThe pre-election budget was as politically inspired as expected but did give some clues as to what a future Labour chancellor might focus on given a further opportunity. Mark Benson, WAY Technical Manager, looks at the evidence. (April 2010)http://www.waygroup.co.uk//cms/site/news/pre-election-budget-report.aspxWed, 07 Apr 2010 15:52:16 GMTLatest NewsThe top performing asset class of the last decade was gold. Only toward the end of that period did 'ordinary' investors take advantage. So is this a precursor for a classic asset 'bubble' prick? The following 5 reasons would suggest not. (March 2010)http://www.waygroup.co.uk//cms/site/news/100312-gold.aspxFri, 12 Mar 2010 10:19:13 GMTLatest NewsWith at least one budget and at least one election in prospect for 2010, WAY Investment Services Ltd’s Technical Manager Mark Benson says that there is no time to delay before putting in place IHT mitigation plans for your clients. (February 2010) http://www.waygroup.co.uk//cms/site/news/100219-iht-mitigation.aspxThu, 18 Feb 2010 14:01:10 GMTLatest NewsClimate change is happening - and the need to provide solutions will only intensify. We look at the real investment opportunities that exist in investing in areas where individual and governmental will worldwide are forcing change. (February 2010)http://www.waygroup.co.uk//cms/site/news/climate-change-investment-opportunities.aspxThu, 04 Feb 2010 10:21:56 GMTLatest NewsThe WAY Group announces the launch of new subsidiary, WAY Investment Managers Limited, to take over the management of the successful WAY Global Portfolio range of funds. (January 2010) http://www.waygroup.co.uk//cms/site/news/new-way-investment-managers-limited.aspxMon, 18 Jan 2010 22:15:00 GMTLatest NewsIn his Pre-Budget Report on 9th December 2009, Chancellor Alistair Darling announced a freezing of the IHT Nil Rate Band for 2010/11 at the same level as for 2009/10 - £325,000. (December 2009)http://www.waygroup.co.uk//cms/site/news/pbr-2009-technical-comments.aspxThu, 10 Dec 2009 16:19:17 GMTLatest NewsIn an unpredictable world, Mark Benson (WAY Technical Manager) looks at how the flexible IHT mitigation trust copes with recession and is able to meet the changing needs of all generations of the family. (November 2009) http://www.waygroup.co.uk//cms/site/news/recession-and-iht-planning.aspxWed, 04 Nov 2009 15:16:07 GMTLatest NewsShare plc enters strategic investment and commercial arrangement with WAY Group. (October 2009)http://www.waygroup.co.uk//cms/site/news/share-plc.aspxMon, 26 Oct 2009 09:29:00 GMTLatest NewsClients who invest into IFA firms’ own-label portfolio-style collective funds can gain freedom from capital gains tax on their returns as well as keener pricing and the ability to mix and match funds. (October 2009)http://www.waygroup.co.uk//cms/site/news/when-is-a-fund-a-portfolio.aspxFri, 09 Oct 2009 22:06:00 GMTLatest NewsRecent changes in legislation have improved the tax efficiency of the WAY Inheritor Plans. Discover the significant additional tax savings that can be achieved using the new rules. (October 2009)http://www.waygroup.co.uk//cms/site/news/keeping-it-out-of-the-family.aspxThu, 01 Oct 2009 14:25:00 GMTLatest NewsIf your Plan 'A' involves hoping for the best and crossing your fingers, then you most certainly need this Plan 'B'! (September 2009)http://www.waygroup.co.uk//cms/site/news/plan-for-the-worst.aspxFri, 28 Aug 2009 13:36:00 GMTLatest NewsWAY joins the Yorkshire Society. (August 2009) http://www.waygroup.co.uk//cms/site/news/WAY-joins-yorkshire-society.aspxMon, 03 Aug 2009 15:24:44 GMTLatest NewsWAY offers 5 good reasons why finding the right properly structured trust is essential to estate planning and family wealth preservation. (August 2009)http://www.waygroup.co.uk//cms/site/news/good-reasons-to-use-a-trust.aspxMon, 03 Aug 2009 12:00:00 GMTLatest NewsInheritance tax planning has fallen down the agenda for many IFAs in recent times. But delay could prove costly. (July 2009)http://www.waygroup.co.uk//cms/site/news/iht-wont-go-away.aspxTue, 30 Jun 2009 18:14:10 GMTLatest NewsPaul Wilcox argues against slash and burn management. (June 2009)http://www.waygroup.co.uk//cms/site/news/short-termism-or-short-sightedness.aspxTue, 16 Jun 2009 09:18:50 GMTLatest NewsWAY will offer its acclaimed IHT mitigation plans via the wrap platform, Ascentric. (December 2008)http://www.waygroup.co.uk//cms/site/news/december-newsletter.aspxThu, 18 Dec 2008 10:20:00 GMTLatest News