"Trust & Tax Planning Masterclass..."

The WAY Group Newsletter for Financial Advisers | August 2012

IFA Invitation: Trust & Tax Planning Masterclass for IFAs - Autumn 2012

Tax and Trust planning may not have been on your radar as a key business opportunity for some time now.

However, with the Government freezing the IHT nil rate band at £325,000 until 2014/15 and looking more closely at tax schemes, many more individuals could be leaving their beneficiaries in line for considerable tax and /or inheritance tax bills.

Now is the ideal time to revisit those clients who may already feel that their planning is complete and re-engage clients about the planning opportunities..

We are delighted to be co-hosting the Trust & Tax Planning Masterclass with Fortress Management Services (www.offshore-iom.com), experts in the legal, financial and tax implications of offshore structures

More details on topics, timings and locations can be found below.

Event details:

1. 26th September: Holiday Inn (Bristol Filton)
   - Filton Road, Hambrook, Bristol BS16 1QX
   10.00 - Registration
   10.30 - Start
   12.30 - Finish
2. 3rd October (Morning Session): Strand Palace Hotel (London)
   - 372 Strand, City of Westminster, London WC2R 0JJ
   09.30 - Registration
   10.00 - Start
   12.00 - Finish
3. 3rd October (Afternoon Session): Strand Palace Hotel (London)
   - 372 Strand, City of Westminster, London WC2R 0JJ
   2.00 - Registration
   2.30 - Start
   4.30 - Finish
4. 9th October (Morning Session): The Whittle Suite, Haydock Park Racecourse (Newton-le-Willows)
   - M6, Junction 23, Merseyside WA12 0HQ
   08.00 - Registration
   08.30 - Start
   10.30 - Finish
5. 9th October (Afternoon Session): Holiday Inn (Manchester Airport)
   - Altrincham Road, Wilmslow SK9 4LR
   2.00 - Registration
   2.30 - Start
   4.30 - Finish

WAY will cover the following topics:

1. The advantages of Flexible Reversionary Trusts as an alternative to Discounted Gift Trusts;
2. Gifts out of Normal Expenditure Rules and where this could be used for, amongst other areas, school fees planning and retirement planning;
3. Case studies encompassing the above;
4. Disclosure of Tax Avoidance Schemes (DOTAS);
5. General Anti-Avoidance Rule (GAAR).

Fortress will cover the following topics:

1. Corporate Trust planning post Finance Act 2011;
2. Freezer Trusts and Freezer Schemes for CGT and IHT protection;
3. Offshore tax deferral opportunities;
4. Utilising overseas pension schemes in the Isle of Man;
5. Trust alternatives for succession planning... Foundations and Partnerships;
6. Planning with the family home;
7. Existing offshore structure reviews- and the Fortress 'Take on' service;
8. Topical resident and domicile opportunities.

Book now:

Please feel free to extend this invitation to both your colleagues and your Professional Connections. CPD points can be gained from attending our events.

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

Or, if you prefer, you can use the website: Contact Form to get in touch. Furthermore, if you would like information about our future seminar programmes that may be more geographically suitable to you, please email us.

My colleagues and I would be delighted if you and your professional contacts can make it and look forward to meeting you.

Best Wishes,

Nick Godfrey
Director of Sales
WAY Group Limited
2nd August 2012.

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

– Ends –

Associated links:

Website: Fortress Management Services

How to contact us

For further information, or If you wish to discuss any matters arising from this IFA 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 | August 2012

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.