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...
by Mollie Wilcox | Jun 17, 2025 | News
The recent Budget proposals relating to Inheritance Tax (IHT) reform have once again drawn attention to the critical importance of proactive estate planning. While many Advisers have rightly focused on lifetime gifting and NRB strategies, there remains a pervasive...
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...
