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May 6, 2022
Intergenerational Wealth and Acrobat Trust

The Referred Route: Intergenerational Wealth & Acrobat Trust

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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.

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Sep 2, 2021
Paul Wilcox | Way Investments

A note from our Founder:

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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