WAY Products

WAY Product Video Library

A comprehensive selection of WAY product videos for IFAs. WAY is a leading specialist provider to the IFA community.

Please Note: You will find below a selection of product videos from our archives. Please note that where funds or tax wrappers are introduced the concepts remain as true today as when the videos were created but you will find references, such as past tax allowances or Chancellors(!), which reflect the production date.

Welcome to the WAY Product Video library. Incorporated in 1996, WAY is dedicated to providing a superior range of services to independent intermediaries, helping IFAs to provide a superior service to their clients. This is evidenced directly through our innovative tax-efficient product solutions - particularly in relation to inheritance tax mitigation and income portfolio management - and the retail of top class fund of funds, managed by leading investment managers. WAY believes strongly in good 'old fashioned' personal service and this ethos has been of paramount importance in building the other principal function in WAY, the provision of ACD or 'third party' administration to intermediaries seeking to market and distribute their own funds. As business models change and new technologies are introduced, WAY are committed to keeping pace with that change and further plans are in development to maintain WAY's position as a supporter and important specialist provider to the IFA community.

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01: Introduction to the WAY Group

Paul Wilcox, WAY Chairman & Technical Director, introduces the WAY Group and takes us through the unique range of financial strategies and innovative support services on offer and specifically designed for IFAs...

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Associated link: Introduction to WAY

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02: WAY Charteris Gold Fund

The appeal of gold has increased in recent times due to the very significant macroeconomic, geopolitical, monetary and systemic risks facing our modern global financial system and economy...

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Associated link: WAY Charteris Gold Fund

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03: WAY IHT on the Ascentric Platform

The WAY Inheritor Plans on Ascentric delivers to IFAs an open architecture IHT solution on a market leading Wrap platform. This enables IFAs to offer a portfolio of investments from a wide choice of funds within the plans and to manage these investments efficiently via the platform.

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Associated link: Ascentric Platform

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04: WAY-Ascentric Flexible Inheritor Plan

This plan offers investors tremendous flexibility by gifting assets into trust with retained reversionary interests. This plan delivers significant Inheritance Tax (IHT) mitigation whilst allowing the investor to enjoy flexible future benefit from the capital of the trust...

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Associated link: Ascentric Platform

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05: WAY-Ascentric "Gifts From Income" Inheritor Plan

This WAY Inheritor Plan provides the ability to obtain IHT savings by making exempt gifts out of surplus income into a trust whilst retaining a reversionary interest in the capital...

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Associated link: Ascentric Platform

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06: WAY-Ascentric Inheritor Loan Plan

The WAY Inheritor Loan Plan offers a facility to limit IHT exposure by capturing investment gains within a trust for the future benefit of the client's chosen beneficiaries...

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Associated link: Ascentric Platform

   
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