WAY Flexible Trust Masterclass –
Enhance Your Understanding of WAY Inheritor Trusts
The session will cover a range of topics, including:
- Trust Structure
- Taxation – Implications for Trusts, Settlors, and Beneficiaries
- Utilising loan facilities to safeguard and perpetuate ‘family wealth’ across generations
- Optimal strategies for exiting WAY Inheritor Trusts while minimising tax liabilities
- Leveraging each of the WAY Inheritor Trusts for Tax planning and preserving ‘family wealth’ for up to 125 years
These CPD qualifying sessions are designed to heighten awareness and provide added value to the clients you serve, while also aiding in the retention of assets under your advice across generations.
With an estimated £5.5 trillion set to transition between generations from 2017 to 2047, the imperative to safeguard assets intergenerationally has never been more pressing.
We have conducted multiple highly successful Masterclasses for Advisers, If you’re interested in arranging your own WAY Inheritor Trust Masterclass session, please get in touch here: Contact Us | WAY Trustees and we’ll be delighted to assist you.