WAY is an independently and privately owned financial services group, which offers IHT planning solutions, founded in 1996 by Chairman Paul Wilcox. Way does not look at Inheritance tax in isolation, but takes into consideration all the major UK taxes, providing IHT planning using UK collective investments as the underlying investment vehicle.
Way has developed a suite of solutions that aim at reducing potential Inheritance tax liability and giving clients the flexibility to adapt to changing future circumstances. WAY primarily distributes its products and services through UK financial advisers.
Increasingly the company is forging alliances with third parties, including fund platforms and discretionary investment managers, where the products and services that the company offers are of mutual benefit. WAY Investment Services is a wholly owned subsidiary of the WAY Group.
The Lion Trust, Vestra Wealth LLP & Charteris Theasury Portfolio Managers are investment partners of WAY procuts.