Welcome to WAY Investment Services

WAY is an independent provider of personal trust based wealth preservation planning and management 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. 

To download our Simple Guide to Inheritance Tax click here