Welcome to WAY Investment Services

MoneyAge Awards 2018 Winner for Best IHT Portfolio Service

What we offer

WAY is a leading provider of flexible Inheritance Tax trust solutions.

In its simplest terms, inheritance tax is a tax on the money or assets that a person leaves behind when they die. It can also apply to certain gifts made during a person's lifetime.

Importantly, inheritance tax is no longer solely a tax issue for the very wealthy. With rising property values, more and more people have to consider inheritance tax planning.

That’s where our inheritance tax trust solutions can help. Find out more in the following pages about us and the solutions we can offer to you.

Media Centre

Viewpoint – 15/07/2019

Placing trust in trustees

Ultimately, families need to be completely comfortable with the choices they make when appointing trustees.

Viewpoint – 10/04/2019

At times of uncertainty, go back to basics

In uncertain times, it can be easy to forget just how many certainties there are and yet, writes John Humphreys, those certainties are the foundations on which advisers can help clients and their families plan for their futures.