WAY Trustees and Aetas Partners Embark on Brand New Collaboration Journey for 2023!

WAY Trustees Limited is delighted to announce its new partnership collaboration with lifetime and succession planning experts Aetas Partners.

Exclusively focused on creating trusts and protecting family wealth, WAY Trustees Limited offer a professional trustee service that currently has one single focus: the establishment of trusts to manage the transfer intergenerational wealth. Acrobat Trust is just one of the solutions we offer. We’re excited to be collaboratively working with Aetas Partners who offer an innovative family office service which connects individuals, families and businesses with private client professionals. With WAY’s extensive and bespoke estate-planning services, this exciting collaboration between WAY Trustees Ltd and Aetas Partners enables both firms to provide an even wider range of services which are tailored to meet bespoke needs.

Aetas offers advice and support to help you maximise the value of your legacy through estate and inheritance tax planning. They also assist business owners with sale and succession planning and help landlords to optimise the value and tax-efficiency of their property portfolio. The Aetas team’s innovative approach brings together advice from a trusted network of private client professionals to provide connected and comprehensive solutions for you. If you would like more information about Aetas Partners and its services, please visit their website to download a brochure.

To kick off our collaboration, WAY Trustees Limited are participating in an Estate Planning Business Lunch in London on Thursday 16th March where we will share expertise on planning using Trusts while other complimentary firms such as Tower Street Finance, will identify some useful planning opportunities for clients using lending solutions for probate and IHT while Keylu will introduce its secure online service for life administration. The event will commence at 09:30am with informal networking over coffee and will finish at 12:30.

We hope that you can join us and look forward to seeing you there.

Places are limited – so please book here your place now.

Likewise, if you would like to set up a meeting to discuss how WAY Trustees Limited and Aetas Partners can help you, please email nathan.blackmore@waygroup.co.uk who can arrange this for you.