News

  • 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)