by Mollie Wilcox | Aug 17, 2026 | News
Estate Planning for Beneficiaries Who Don’t Have Mental Capacity Every UK Financial Adviser is aware of the proposed changes to the Inheritance Tax (IHT) treatment of unused money purchase pension funds from 6 April 2027. While much attention has focused...
by Mollie Wilcox | Jul 29, 2026 | News, Brompton
Quarterly review for WAY investors – June 2026 Global equities rose 14.32% in sterling over the quarter while oil prices fell 22.06% as the US and Iran signed a memorandum of understanding to end their war, triggering hopes that the Strait of Hormuz, through which...
by Mollie Wilcox | May 6, 2026 | News
Section 21 Normal Expenditure Out of Income – One of the Most Powerful (and Underused) Estate Planning Tools There’s no doubt that pensions and April 2027 are firmly on the radar for advisers. But the more important question is this:are we fully exploring the...
by Mollie Wilcox | Dec 15, 2025 | News
Widows, Trusts and Inheritance Tax Paul Wilcox – Chairman, WAY Trustees Limited Why Women Are Becoming Key Players in Estate Planning For over 25 years, WAY Trustees has helped families across the UK protect their wealth through personal trusts –...
by Mollie Wilcox | Oct 30, 2025 | Brompton, News
Quarterly review for WAY investors – October 2025 Global equities and bonds rose 9.66% and 2.40% in sterling respectively over the third quarter of 2025 as the US Federal Reserve cut its policy interest rate for the first time in 2025. Bankruptcies in the US private...
by Mollie Wilcox | Jul 23, 2025 | Brompton, News
Quarterly review for WAY investors – July 2025 Global equities rose 5.20% in sterling over the second quarter of 2025, led higher by US technology stocks, which recovered 16.06% having been weak in the first quarter. Donald Trump put punitive tariff proposals on hold...
