The WAY Group - Inheritance Tax Solutions
The WAY-Ascentric Terms & Conditions
| Terms & Conditions |
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The WAY-Ascentric Inheritor Plans Terms & Conditions, Technical Guide and Tax Summary. |
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Note: WAY Investment Services provides both the ongoing administration for the WAY-Ascentric Inheritor Plans and support for the introducing IFA, the trustees and the investor. As well as providing the terms and conditions of WAY Investment Services, the document is intended to support IFAs by providing an understanding of how the plans work and outlining the respective responsibilities and tax implications for the trustee, administrator and investor. |
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| WAY Tax and Trustee Advisory Services |
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Appointment of Investment Adviser - Terms of Business. |
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Appointment as Trustee - Terms of Business. |
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Fee Schedule |
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Note: WAY Tax and Trustee Advisory Services Ltd act as the trustee for the WAY-Ascentric Inheritor Plans. This document is aimed at supporting the IFA by providing an outline of the duties and obligations of the trustees and as well as detailing the terms and conditions on which WAY Tax and Trustee Advisory Services provide these services to the investor. |
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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 Terms & Conditions