WAY Investment Services
RSS Feed

News

  • Don’t Sit On The Fence!
    With at least one budget and at least one election in prospect for 2010, WAY Investment Services Ltd’s Technical Manager Mark Benson says that there is no time to delay before putting in place IHT mitigation plans for your clients. (February 2010)
  • Climate Change - The Investment Opportunities
    Climate Change is happening - and the need to provide solutions will only intensify. We look at the real investment opportunities that exist in investing in areas where individual and governmental will worldwide are forcing change. (February 2010)
  • WAY Investment Managers - New Company Launch
    THE WAY Group announces the launch of new subsidiary, WAY Investment Managers Limited, to take over the management of the successful WAY Global Portfolio range of funds. (January 2010)
  • PBR 2009 - Technical Comments
    In his Pre-Budget Report on 9th December 2009, Chancellor Alistair Darling announced a freezing of the IHT Nil Rate Band for 2010/11 at the same level as for 2009/10 - £325,000. (December 2009)
  • Recession Tests IHT Planning
    In an unpredictable world, Mark Benson (WAY Technical Manager) looks at how the flexible IHT mitigation trust copes with recession and is able to meet the changing needs of all generations of the family. (November 2009)
  • Share PLC Enters Into Strategic Alliance With WAY
    Share plc enters strategic investment and commercial arrangement with WAY Group. (October 2009)
  • When Is A Fund A Portfolio?
    Clients who invest into IFA firms’ own-label portfolio-style collective funds can gain freedom from capital gains tax on their returns as well as keener pricing and the ability to mix and match funds. (October 2009)
  • Keeping It Out Of The Family
    Recent changes in legislation have improved the tax efficiency of the WAY Inheritor Plans. Discover the significant additional tax savings that can be achieved using the new rules. (October 2009)
  • IHT Seminars (Autumn 2009)
    In collaboration with The Inheritance Planning Company, the WAY Group is pleased to invite you to attend one of our Autumn 2009 series of IHT Seminars for IFAs to be held across the country during September and October 2009.
  • Hoping For The Best?
    If your Plan 'A' involves hoping for the best and crossing your fingers, then you most certainly need this Plan 'B'! (September 2009)
  • Paul Wilcox's Blog
    Paul Wilcox will regularly be offering his opinions on a wide range of the financial issues of the day. Don't miss what he has to say!
  • WAY Joins Yorkshire Society
    WAY joins the Yorkshire Society. (August 2009)
  • 5 Good Reasons To Use A Trust
    WAY offers 5 good reasons why finding the right properly structured trust is essential to estate planning and family wealth preservation. (August 2009)
  • IHT Simply Won't Go Away!
    Inheritance tax planning has fallen down the agenda for many IFAs in recent times. But delay could prove costly. (July 2009)
  • Short-termism Or Short-sightedness?
    Paul Wilcox argues against slash and burn management. (June 2009)
  • WAY Offers IHT Plans Via Platform
    WAY will offer its acclaimed IHT mitigation plans via the wrap platform, Ascentric. (December 2008)
  • Why A Life Settlements Fund Ticks All The Key Boxes
    Why a life settlements fund ticks all the key boxes. (October 2008)
  • Is It Time For Cash Or Courage?
    When the investment world's in turmoil, is cash the best bet? Mark Benson, WAY's Technical Manager, considers the options... (October 2008)
  • How To Profit From Investment Losses
    Crystallise losses for the taxman now. Mark Benson demonstrates how IFAs can capitalise on the current market conditions to help investors downsize their tax exposure... (September 2008)
  • E Newsletter September 2008 - Part 2/2
    Part 2 of the September 2008 e-newsletter to IFAs...
  • E Newsletter August 2008
    In case you missed it, here's another opportunity to read our August 2008 e-newsletter to IFAs ...
  • E Newsletter August 2008 Part 2
    Part 2 of the August 2008 e-newsletter to IFAs...
  • Thinking of Emigrating?
    Paul Wilcox explains how to avoid the IHT pitfalls that lie in store for the unprepared emigrant ...
  • E Newsletter July 2008
    In case you missed it, here's another opportunity to read our July 2008 e-newsletter to IFAs ...
  • WAY Launches Second Mixed-Asset Portfolio Fund
    WAY launches its second Mixed-Asset portfolio fund - the WAY MA Cautious Portfolio...
  • Launch of New Global Equity Income Fund
    Irish wealth manager Bloxham forms alliance with WAY Fund Managers to launch its new global equity income fund ...
  • HMRC & IHT Planning
    Mark Benson, Technical Manager of the WAY Group, explains how the HMRC plays the ageism card on IHT planning ...
  • Multi Manager
    Paul Wilcox explains the development of collective investments which led to the multi-manager fund and why its success should not be allowed to be its undoing ...
  • WAY Ahead For New Breed of Managers
    Paul Wilcox is questioned by Frances Hughes of Fund Strategy about the WAY Mixed Asset (MA) Growth Portfolio ...
  • WAY Launches New Unconstrained Fund of Funds
    The WAY MA (mixed asset) Growth Portfolio, launched on Monday, will be managed by Jason Britton on behalf of T. Bailey Asset Management ...
  • WAY Launches New MA Growth Portfolio
    Launch of new fund range kicks off with tie up between WAY Group and T. Bailey Asset Management ...
  • Post-Budget 2008 Comment
    No news is good news for IHT mitigation ...
  • ISA Investors Alert
    Older PEP and ISA investors are in danger of being hit by 40% tax on their portfolios because they have not made protective planning arrangements ...
  • Asset Allocation
    During volatile times, such as these, one is tempted to jump into knee-jerk reaction mode rather than remain with the bigger picture ...
  • IMS Strategy vis-à-vis The Outlook For Financial Markets
    Financial Markets. IMS Strategy Review - 1st Quarter 2008...
  • Is IMA Barking Up The Wrong Tree?
    IMA's Cautious Managed sector's new classification may fail to ensure funds are cautious and may exclude the ones that are!
  • IHT Tax Planning For 2008 Revolutionised
    A radical new approach to inheritance tax (IHT) planning is unveiled by specialist fund manager the WAY Group...
  • It's Time To Batten Down The Hatches!
    Alistair Darling's first pre-budget report as Chancellor of the Exchequer was bound to be a damp squib ...
  • Darling Delivers No News Packaged As Good News!
    The Chancellor's announcement of an immediate raising of the inheritance tax threshold for couples to £600,000 in his pre-Budget report has masked the real facts, claims inheritance tax planning specialist the WAY Group ...
  • IMS Market Outlook Update - September 2007
    Commentary by Investment Manager Selection (IMS). Update on the outlook for financial markets (September 2007) ...
  • WAY Re-Launches Income Plan
    WAY has revamped its Income Plan, which it originally launched in 1998...
  • WAY Conducts IFA Survey
    Nine out of ten IFAs do not believe their clients are getting suitable income products, a survey has suggested ...
  • IHT Rules In France And Spain
    Confusion over Inheritance Tax rules in France and Spain spells bad news for expatriates and investors thinking of buying abroad ...
  • The Finance Act 2006 And Inheritance Tax
    The Finance Act 2006 introduced fundamental changes to the tax treatment of trusts ...
  • New WAY Offshore Life Bond
    WAY enters into an agreement with La Mondiale Europartner (LMEP) to promote an offshore Life Bond to UK-based IFAs ...