WAY Inheritor Plans

(Inheritance Tax Mitigation)

  • Brochure (Revised: April 2010)
PDF The WAY Inheritor Plans Brochure.
  • Brochure (Revised: April 2010)
pdf The WAY "Gifts from Income" Brochure.
  • Brochure (Revised: April 2010)
pdf The WAY Estate Transfer Plan Brochure.
  • Brochure
pdf The WAY Duo Inheritor Plan Brochure.
  • Terms & Conditions
pdf The WAY Inheritor Plans - Terms & Conditions. There are seven versions of the WAY Inheritor Plan:
1. The WAY Flexible Inheritor Plan
2. The WAY Flexible Inheritor Bond Plan
3. The WAY Discounted Inheritor Plan
4. The WAY Discounted Inheritor Bond Plan
5. The WAY "Gifts from Income" Inheritor Plan
6. The WAY "Gifts from Income" Inheritor Bond Plan
7. The WAY Duo Inheritor Plan.
  • Application Package
Blank PDF To apply for the WAY Inheritor Plans Application Package you will first need to complete a Confidentiality Agreement. Please call WAY Investment Services on 01202 890895 for full details.
     
PLEASE REMEMBER: The price of units/shares and the income from them may fall as well as rise, and you may not get the amount you originally invest. Past performance is not necessarily a guide to future returns.