Special Report | Inheritance Tax | July 2011

Special Report: Inheritance Tax


Feature Articles

1 Eddie O'Gorman: "It's time to act on IHT."

2 Mark Benson: "Save IHT and boost the 'Return on Planning'."

3 Eddie O'Gorman: "Oh yes, the IHT specialists..."

4 Jenny Lowe: "Taking care to avoid making IHT mistakes."

5 Nyree Stewart: "Working around inheritance charges."

6 Simona Stankovska: "Inheritance tax is still money in the pot."

Please Note: The above feature articles first appeared in Investment Adviser on 25th July 2011. Reproduced with kind permission.


How to contact us

If you wish to discuss any matters arising from these feature articles or, indeed, want to talk to us about any of WAY's products, then you are most welcome to call either Tony Lyons, IFA Support Manager, or Mark Benson TEP, Technical Manager , on head office telephone number: 01202 890895. Or, if you prefer, you can use the website: Contact Form to get in touch. We look forward to hearing from you.

Please Note:
This document has been prepared for Financial Intermediary Clients and Professional Associates of WAY Investment Services Ltd and is not intended for and must not be distributed to Private Investors. This document does not constitute investment advice. Services referred to in this document may not be suitable for every investor and if in doubt independent financial advice should be sought. No representation or warranty is given (express or implied) as to the accuracy, completeness or correctness of the information nor the opinions, interpretations and conclusions contained in this document. No liability is accepted whatsoever for any loss howsoever arising from any information in this document subject to the rules of the Financial Services Authority or the Financial Services and Markets Act 2000. Past performance is not necessarily a guide to future returns and changes in rates of exchange between currencies may cause the value of investments to rise or fall. Share prices, values and income can go down as well as up and investors may get back less than their initial investment. WAY Investment Services Ltd is an Appointed Representative of WAY Fund Managers Ltd which is authorised and regulated by the Financial Services Authority.

Special Report | Inheritance Tax | July 2011