The WAY Group - Inheritance Tax Solutions
The WAY-Ascentric Application Packs
| A. WAY Flexible Inheritor Plan |
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Application completion guide. |
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The WAY Flexible Inheritor Plan application pack - complete set of forms (includes: Client Set-Up Form; Application Form; Trust Deed; Stock Transfer Form; Terms & Conditions; Terms of Business (Client); Terms of Business (IFA) and Fee Schedule). |
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Note: The WAY Flexible Inheritor Plan offers the facility to significantly reduce exposure to Inheritance Tax (IHT) by gifting assets into trust whilst retaining a bespoke reversionary interest which allows the client to enjoy highly flexible future benefit from the capital of the trust during their lifetime. |
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| B. WAY "Gifts From Income" Inheritor Plan |
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Application completion guide. |
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The WAY "Gifts From Income" Plan application pack - complete set of forms (includes: Client Set-Up Form; Application Form; Trust Deed; Stock Transfer Form; Terms & Conditions; Terms of Business (Client); Terms of Business (IFA) and Fee Schedule). |
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Note: The WAY "Gifts From Income" Inheritor Plan provides the ability to establish immediate IHT savings by making gifts out of surplus income into a trust whilst allowing the allowing the client to still enjoy the continuing benefit of the capital of the trust during their lifetime. |
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| C. WAY Inheritor Loan Plan |
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Application completion guide. |
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The WAY Inheritor Loan Plan application pack - complete set of forms (includes: Client Set-Up Form; Application Form; Trust Deed; Loan Agreement; Terms & Conditions; Terms of Business (Client); Terms of Business (IFA) and Fee Schedule). |
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Note: The WAY Inheritor Loan Plan offers the facility to limit IHT exposure by capturing investment gains within a trust for the future benefit of the client's chosen beneficiaries. The invested capital is loaned rather than gifted into the trust and is therefore accessible on demand. This plan offers clients highly flexible access to capital to meet future needs and exigencies. |
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Please Note: For assistance or technical support, please feel free to call either Mark Benson, Technical Manager, or Tony Lyons, IFA Support Manager. Their contact details are shown below. Alternatively, you can either use our website: Contact Form to get in touch or drop us a line at: ifasupport@waygroup.co.uk
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Contact Details
Video link:
Click to view the "streaming" video: WAY IHT mitigation solutions on the Ascentric Platform
External link:
Click to return to the WAY product partner page: on the Ascentric website
Please Note:
WAY INVESTMENT SERVICES LIMITED is a wholly owned subsidiary of WAY GROUP LIMITED and an Appointed Representative of WAY FUND MANAGERS LIMITED which is Authorised and Regulated by the Financial Services Authority. Registered in England and Wales: No. 3181187. Registered Office: WAY Investment Services Limited, Cedar House, 3 Cedar Park, Cobham Road, Wimborne, Dorset BH21 7SB. Tel: 01202 890895. Fax: 01202 890894. The information in this document is for guidance only and expert financial and taxation advice should be sought before making decisions on financial products. Whilst we believe the facts to be correct, we cannot assume liability for any errors or omissions.
ASCENTRIC is a trading name of INVESTMENT FUNDS DIRECT LIMITED a company Authorised and Regulated by the Financial Services Authority. Registered in England and Wales No. 01610781. Registered Office: 9 Palace Yard Mews, Bath, BA1 2NH. Tel: 0871 423 6100. Fax: 0845 017 6293.
The WAY-Ascentric Application Packs.