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WAY Group

About Us | WAY Group

WAY Group Limited is an accumulation of over 40 years of experience in the financial services sector by founder and CEO of WAY Group Paul Wilcox. Fast forward to today and Paul continues as nominal Chairman of WAY Group, but the highly professional team which has evolved over the years now has its own impeccable reputation.

 

About Us | The WAY Group Family

Under the WAY Group family, we focus on the establishment and management of family trusts for the moderately wealthy across the UK via our professional trustee service WAY Trustees Limited. There are two routes to market solutions that we use to do this: the direct to client Acrobat Trust and the Independent Financial Advisor (IFA) option called the Inheritor Trust Collection. WAY Trustees 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.

WAY Trustees is a Professional Trustee service that is highly regarded among later life professionals and law firms alike such as STEP – a global professional body specialising in inheritance and succession planning, helping families plan for their futures. Not only does WAY Trustees have one long standing, STEP qualified Trust Manager, we are proud to have a further two team members that are soon-to-be qualified STEP professionals. We have a wonderful testimonial from legal firm Mills & Reeve who specialise in trust work, this can be read here. 

Paul Wilcox | WAY Group
WAY Group | About Us | Brochures

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