Trustee Investment

The Trustee Act 2000 makes it clear that trustees must use their best endeavours to ensure that trust assets for which they are responsible are managed appropriately. The WAY Portfolios are especially effective for trustees as a suitable means of permanently accessing active management without the attendant administrative and reporting headaches associated with individual portfolios. Holdings in the WAY Portfolios also enables trustees to benefit from the flat 18% Capital Gains Tax rate and additional trustees' annual CGT allowance, providing a much more attractive tax regime for trustees when compared to investments liable to Income Tax.

The precise and different investment objectives and policies of the individual portfolios are highly suitable for most trustees. The WAY Portfolios incorporate the optimum global diversification necessary in instances where trustees are seeking maximum capital growth.

The WAY Income Plan can be utilised by trustees of discretionary trusts to deliver regular capital drawings tailored to the needs of beneficiaries.