News

  • Trust & Tax Planning Seminars for IFAs (May/June 2013)
    We 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)
  • Family wealth preservation
    Why finding the right trust is essential to estate planning and long-term family wealth preservation. (February 2013)
  • WAY buys ACD subsidiary IFDS Managers
    Press 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)
  • IHT Case Study - BPR?
    We 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)
  • Silver lining for a Gold fund
    Silver 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)
  • Trust & Tax Planning Masterclass for IFAs
    We 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)
  • The KIIDs are alright...
    UCITS 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).
  • WAY opens London office
    Press 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)
  • WAY chooses StatPro
    Press 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)
  • The Big Question: China 2012?
    The 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)
  • It's time to act on IHT...
    Few 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)
  • Winter 2011 IFA seminars
    Hear 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)
  • 100 mile charity ride
    The 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)
  • Autumn 2011. IFA seminars. Estate planning & IHT mitigation
    Now 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)
  • 'WAY? Oh yes, the IHT mitigation specialists...'
    We 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)
  • IHT Mitigation - save IHT and boost the 'Return on Planning'
    A 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)
  • Moneyfacts Awards 2011 - WAY short-listed for two awards
    Moneyfacts Awards 2011 - WAY Group has been short-listed for two awards in the Investment Life & Pensions Moneyfacts Awards 2011. (July 2011)
  • IFAs - IHT Mitigation & Estate Planning Seminars in July 2011
    Estate 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)
  • Active vs Passive - a Solution?
    As 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)
  • MM Article - Broker Review: 'Upward Momentum'
    WAY 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)
  • IFA Seminars 2011: Invitation
    Join 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)
  • Newsletter: Budget 2011 (IHT)
    Budget 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)
  • Press Release: Momentum Fund launch ushers in new era
    WAY 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)
  • Press Release: Radical new investment protocols unveiled
    Leading CASS Business School academics to unveil radical new investment protocols ahead of WAY Group/Hasley trend-following momentum Fund launches in 2011. (January 2011)
  • IFA invitation to fund preview: London, 21st January 2011
    Join 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)
  • Press Release: WAY unveils Green Fund microsite
    WAY Group unveils Green Fund microsite to mark beginning of National Ethical Investment Week – and is shortlisted for climate change award. (November 2010)
  • Press Release: WAY launches Absolute Return Fund
    Press Release: WAY launches the new WAY Absolute Return Fund with a radical new charging approach to delivering performance to investors. (August 2010)
  • Newsletter: WAY links charges to fund performance
    Three 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)
  • Press Release: WAY launches three new specialist funds
    Press 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)
  • Commentary: Heavy metal
    Ian 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)
  • Newsletter: Go for gold!
    Launched 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)
  • The Emergency Budget 2010
    At 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)
  • What does the new political coalition mean for IHT planning?
    What 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)
  • Press Release: Change to a single pricing basis
    Press 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)
  • The case of the preliminary budget
    The 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)
  • Going for gold
    The 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)
  • Don’t sit on the fence!
    With 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)
  • Climate change - the investment opportunities
    Climate 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)
  • WAY Investment Managers - new company launch
    The 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)
  • PBR 2009 - technical comments
    In 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)
  • Recession tests IHT planning
    In 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)
  • Press Release: Share plc in strategic alliance with WAY
    Share plc enters strategic investment and commercial arrangement with WAY Group. (October 2009)
  • When is a fund a portfolio?
    Clients 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)
  • Keeping it out of the family
    Recent 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)
  • Hoping for the best?
    If your Plan 'A' involves hoping for the best and crossing your fingers, then you most certainly need this Plan 'B'! (September 2009)
  • WAY joins Yorkshire Society
    WAY joins the Yorkshire Society. (August 2009)
  • 5 good reasons to use a trust
    WAY offers 5 good reasons why finding the right properly structured trust is essential to estate planning and family wealth preservation. (August 2009)
  • IHT simply won't go away!
    Inheritance tax planning has fallen down the agenda for many IFAs in recent times. But delay could prove costly. (July 2009)
  • Short-termism or short-sightedness?
    Paul Wilcox argues against slash and burn management. (June 2009)
  • WAY offers IHT plans via platform
    WAY will offer its acclaimed IHT mitigation plans via the wrap platform, Ascentric. (December 2008)