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Acrobat Trust from WAY Trustees is the most robust yet flexible asset protection facility on the market. Focused entirely on inter-generational estate planning, Acrobat Trust protects both settlors and beneficiaries financial futures in the most tax effective environment – a unique and infinitely flexible discretionary trust. To put it simply, it’s where inter-generational wealth planning meets estate planning, ensuring that a family’s collective wealth works harder for the benefit of all, while still fulfilling the intentions of the settlor.

Acrobat Trust provides a new business referral initiative and is aimed at all professional firms (financial advisers, solicitors and accountants) wanting to guide clients in protecting family assets, but who perhaps do not have the specialist skills to give detailed advice on personal family trusts. We have hundreds of happy trust clients who remain exclusive clients of their own individual IFAs – IFAs who manage their trust investment portfolios and enjoy secure ongoing fees for doing so.

Until now we have relied on IFAs to complete the advice and trust work involved in establishing personal trusts for their clients – however this is no longer the case, and we are now launching our ‘referred’ business model.This is a response to the many advisers who wish to offer their clients this unique and highly valuable facility but are unable to do so for a variety of reasons:

Why they might not:

  • Compliance or insurance issues
  • No experience of trust matters
  • No-one available to do this important work

Why they now should:

  • Offering a prestige service clients will appreciate
  • Comprehensive family asset protection (with IHT savings thrown in)
  • Receiving an introductory fee
  • Securing those important clients for the future
  • Guaranteed investment fees for several years ahead

WAY Trustees do not offer or give either investment or general financial advice, thereby it never interferes in the relationship between an IFA and his/her clients. The WAY service simply adds a new and professional layer to the IFA’s general practice. The further benefit of this launch is the appointment of each client’s financial adviser as paid investment adviser to the trust on an ongoing basis.

We believe there are three fundamental elements to consider when thinking about financial legacy:

  1. A comprehensive and well thought out Will.
  2. The appointment of trusted attorneys via a Lasting Power of Attorney, potentially governing your financial and health issues in later life.
  3. A Family Reversionary Trust to ensure all assets are protected and deployed, in accordance with settlor wishes, during their lifetime (before) and after, but also to secures the 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 can help to safeguard family wealth and pass it on, making sure the people who matter to the settlor benefit. It can preserve your family wealth into the far-reaching future of your descendants, thereby securing financial legacy.

WAY Trustees have compiled and produced a Letter of Wishes Compendium for Acrobat Trust clients that demonstrates clearly and plainly what a Letter of Wishes is, why it’s an important document and how it may be drafted to reflect any circumstance you wish to include to safeguard your legacy. The use of the Letter of Wishes Compendium is available exclusively to clients of WAY Trustees Limited.

 

A bit more about Acrobat Trust, WAY Trustees & WAY Group

WAY Trustees become de facto impartial guardians of the assets as independent professional trustees and will follow be guided by the wishes of the settlor using a Letter of Wishes (both initially and as circumstances change) on how the settlor would like assets to be used for themselves and the family on an ongoing basis. WAY Trustees is part of the well-respected WAY Group that reached its 25th year in business anniversary in 2021 and have been responsible for establishing over 1500 individual trusts containing assets of almost £200 million.

WAY Trustees have compiled and produced a Letter of Wishes Compendium for Acrobat Trust clients that demonstrates clearly and plainly what a Letter of Wishes is, why it’s an important document and how it may be drafted to reflect any circumstance you wish to include to safeguard your legacy. The use of the Letter of Wishes Compendium is available exclusively to clients of WAY Trustees Limited.

For further information about the Acrobat Trust visit www.acrobattrust.co.uk or call 01202 890895 and speak directly to Client Services at WAY Trustees.