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...
by Mollie Wilcox | Nov 27, 2024 | News
The Autumn Budget 2024 has introduced major changes to the UK’s Inheritance Tax (IHT) landscape, creating new challenges for estate planning. Key among these changes is the inclusion of pensions in estate valuations for IHT from April 2027, alongside frozen...
by Mollie Wilcox | Nov 7, 2024 | News
Join us for our last online event of 2024 Upcoming Webinar – IHT Planning in a Post-Budget Landscape. Date: Friday 6 December 2024Time: 10amAimed at: Financial Advisers Mitigate IHT through Lifetime Trust Planning Retain Assets under advice across generations...
