The evolution of WAY Trustees Limited reflects our desire to refine our business and focus solely on intergenerational wealth planning in the form of the creation and management of family trusts. Until now, we have relied on IFA’s to complete the advice and trust work involved in establishing personal trusts for their clients. However, this is no longer the case and we’re pleased to share our referred business model with you.
We're looking forward to returning to the Professional Advisor PA360 conference at The Brewery London on Wednesday 27th April as a Supplier Partner.
Please be advised that the Acrobat Trust from WAY Trustees office will be closed on Friday 15th April. The office will reopen at 9am on Tuesday 19th April.
The 2021 Christmas and New Year holiday season has arrived so it's helpful to advise of our opening hours for the festive period.
Paul Wilcox left his senior management accounting role in British Steel Corporation in 1976 to join the personal advice industry. By 1978 he was setting up personal trusts for wealthy clients seeking to mitigate Capital Transfer Tax (described at the time as the death tax) – the forerunner of Inheritance Tax. These trusts were not a strategy to avoid tax