by Mollie Wilcox | Apr 25, 2025 | News, Brompton
Quarterly review for WAY investors – March 2025 by Gill Lakin, Chief Investment Officer, Brompton Asset Management Global equities fell 4.15% in sterling over the quarter as Donald Trump’s mercurial policy-making rattled investors. Growth stocks...
by Mollie Wilcox | Apr 23, 2025 | News
Why Technical Knowledge is Crucial in IHT Planning Inheritance Tax (IHT) planning remains one of the most nuanced areas of financial advice, and with clients increasingly seeking ways to preserve family wealth, the pressure is on for Advisers to deliver more...
by Mollie Wilcox | Apr 23, 2025 | News
Plan Smarter, Leave Less to Chance At WAY Trustees Limited, we understand that estate planning isn’t just about setting up the right structures for the future – it’s about making life easier for the people left behind. That’s why we’re thrilled to offer all clients...
by Mollie Wilcox | Feb 12, 2025 | News
Navigating the Future of Estate Planning: A Guide to Inheritance Tax The landscape of estate planning is evolving, especially in light of recent Budget changes. To help financial professionals and clients stay informed, MoneyAge and WAY Trustees Limited have...
by Mollie Wilcox | Jan 10, 2025 | News
Case Study: Impact of the October 2024 Budget on IHT and RNRB This case study examines the implications of the changes announced in the recent Budget for Mrs. Smith, a 70-year-old widow, and outlines strategies to mitigate her potential IHT liability. Pre-Budget...
by Mollie Wilcox | Jan 10, 2025 | News
Estate Planning Post 2024 Budget and Beyond! The recent Budget announcement on 30 October 2024 introduced significant changes to pension inheritance tax (IHT) rules which means there needs to be a greater emphasis on lifetime gifting into Trust and more effective...
