We stand in your stead. Flexible estate planning solutions preserving family wealth for future generations.
WAY Trustees believe there are three fundamental elements to consider when thinking about your legacy:
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A comprehensive and well thought out Will.
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The appointment of trusted attorneys via a Lasting Power of Attorney, potentially governing your financial and health issues in later life.
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A Family Reversionary Trust to ensure your assets are protected and deployed, in accordance with your wishes, during your lifetime (before) and after your demise, but also to safeguard you and your family from unnecessary Inheritance Tax (IHT) in the future.
Most people are familiar with the first two. However, only the very aware tackle the third, which could be the most important step of all. The unique Acrobat Trust from WAY Trustees and the flexible Inheritor Trust Collection from WAY Trustees can help to protect your wealth and pass it on, making sure the people who matter to you benefit. This is where inter-generational wealth planning meets estate planning, ensuring that your family’s collective wealth works harder for the benefit of all, while still fulfilling the intentions of the settlor. It can preserve your family wealth into the far-reaching future of your descendants, thereby securing your legacy.
Part of the long established and well-respected WAY Group Limited, WAY Trustees Limited is currently responsible for setting up and managing some 1500 individual trusts containing assets of almost £200 million, saving clients many millions of pounds in potential Inheritance Tax (IHT) liabilities.
What Others Say:
Mills & Reeves LLP:
“In our opinion the files audited show that WAY Trustees provide a service of very high quality, with attention to detail and a commitment to adhering to the principles and standards required of a professional trustee. The audit showed that WAY Trustees are committed to providing an efficient and effective service to their clients, including ensuring compliance requirements are met and that individual client circumstances are taken into account when making trustee decisions.”