WAY Product Video Library
A comprehensive selection of WAY product videos for IFAs. WAY is a leading specialist provider to the IFA community.
Welcome to the WAY Product Video library. Incorporated in 1996, WAY is dedicated to providing a superior range of services to independent intermediaries, helping IFAs to provide a superior service to their clients. This is evidenced directly through our innovative tax-efficient product solutions - particularly in relation to inheritance tax mitigation and income portfolio management - and the retail of top class fund of funds, managed by leading investment managers. WAY believes strongly in good 'old fashioned' personal service and this ethos has been of paramount importance in building the other principal function in WAY, the provision of ACD or 'third party' administration to intermediaries seeking to market and distribute their own funds. As business models change and new technologies are introduced, WAY are committed to keeping pace with that change and further plans are in development to maintain WAY's position as a supporter and important specialist provider to the IFA community.
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01: Fund Hosting Services
WAY Fund Managers (via Elite Fund Administration) is one of the UK's largest providers of fund hosting services to the wealth management sector. WAY can also assist existing managers who are seeking to improve on their current ACD services...
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02: WAY IHT on the Ascentric Platform
The availability of the Inheritor Plans on Ascentric delivers to IFAs an open architecture IHT solution on a market leading Wrap platform. This enables IFAs to offer a portfolio of investments from a wide choice of funds within the plans and to manage these investments efficiently via the platform.
Mathew Vincent (from the FT) introduces the video...
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03: WAY-Ascentric Flexible Inheritor Plan
This plan offers investors tremendous flexibility by gifting assets into trust with retained reversionary interests. This plan delivers significant Inheritance Tax (IHT) mitigation whilst allowing the investor to enjoy flexible future benefit from the capital of the trust...
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04: WAY-Ascentric "Gifts From Income" Inheritor Plan
This WAY Inheritor Plan provides the ability to obtain IHT savings by making exempt gifts out of surplus income into a trust whilst retaining a reversionary interest in the capital...
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05: WAY-Ascentric Inheritor Loan Plan
The WAY Inheritor Loan Plan offers a facility to limit IHT exposure by capturing investment gains within a trust for the future benefit of the client's chosen beneficiaries...
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06: WAY IHT Planning
Paul Wilcox (WAY Chairman & Technical Director) steers us through the complexities of Inheritance Tax planning (IHT planning) and explains WAY's approach to IHT mitigation...
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