WAY Group is home to a suite of innovative and tax-efficient estate planning solutions that provides greater flexibility than is normally found in conventional IHT mitigation arrangements.
The WAY Group is made up of the following services and products:
You have the WILL. You have the POWER. We provide the TRUST.
Estate planning should be about helping families retain their accumulated wealth, ensuring it passes to the right people, at the right time, in the most tax effective manner possible.
Keeping it in the family: Protecting family wealth across the generations.
Acrobat Trust from WAY Trustees is the most robust yet flexible family asset protection facility on the market. It’s where intergenerational wealth planning meets estate planning: ensuring that your family’s collective wealth works harder for the benefit of all, all the while fulfilling the intentions of you, the settlor.
Family challenges are inevitable. With the correct planning, how we respond to them is not.
The Inheritor Trust Collection features extremely flexible copyrighted worded trust precedent, designed and used effectively for over 20 years with gifting of over £200m of client assets into more than 1,500 personal Trusts, the savings in IHT because of these gifts have been extraordinary.
The trust-based solution to safeguard your money today so it is available tomorrow.
Transitioning from a career in sport can be difficult and stressful especially if this happens suddenly through forced retirement. The ProSports Trust will ensure your financial future for yourself and any beneficiaries you appoint when you shift into the next phase of your life.
WAY Group is a cumulation of over 40 years of experience in the financial services sector by founder and CEO of WAY Group Paul Wilcox. Fast forward to today and Paul continues as nominal Chairman of WAY Group, but the highly professional team which has evolved over the years now has its own impeccable reputation.
WAY Group currently has one single focus: the establishment and management via WAY Trustees Limited of family trusts for the moderately wealthy across the UK. Responsible for over 1300 individual trusts containing assets of almost £200m, saving clients many millions of pounds in potential IHT liabilities.
Paul is joint founder and Chairman of WAY Group who, in collaboration with Nick Chadwick, had the vision, many years ago, to develop personal trust services, specifically to manage family assets in the most effective manner possible and on an inter-generational basis. The ambition being to give families unprecedented security via the creation of segregated, tax-protected, stores of family assets.
Joint founder and Non-Executive Director of WAY Group, Richard was a long-serving director of Jardine’s in Hong Kong before returning to the UK in 1996 to jointly found WAY Group with Paul Wilcox, his brother-in-law. Richard has a wealth of general senior executive experience and is a valuable sounding board for the WAY team.
Shareholder and adviser to WAY Group. A highly venerated leader in the field of Inheritance Tax mitigation strategies over many decades. Nick worked closely with Paul Wilcox in 2003 to devise a personal trust precedent which was successfully aimed at the twin objectives of being highly tax-effective, as well as flexible enough to allow trustees to manage trust assets for the benefit of any chosen beneficiaries at any times that circumstances dictate.
David is a former national newspaper editor and writer – past roles include The Daily Express International Business Editor, Conde Nast columnist, Sunday Times contributor and Sunday Express business reporter/ news editor. He is a well-known commentator on financial issues. He has been a WAY Group collaborator for many years advising on matters such as distribution strategies.
A graduate with a further Master’s in Accounting, gained in Poland, 20 years’ experience in accounting and general management. Joanna is both financial gatekeeper for WAY Group and an enthusiastic management accountant, whose analytical skills are central to managing the business. Joanna also performs a general management role across the business.
Gemma is Head of Marketing at WAY Group with responsibility for marketing, brand development and PR management. Prior to joining WAY Group, she worked in strategic business development and marketing at several companies in both BCB and B2C environments. A proactive marketeer, with contemporary views on modern marketing techniques, she spearheads taking our personal trust business to an expanded and fully-national audience.
Our senior trust manager. He is a highly qualified trust and estate professional, with more than 20 years’ experience of wide-ranging trustee operations. He has been more than eight years with WAY Group. He previously handled all varieties of personal trusts within a trust department for one of the major banking groups.
Paula joined WAY Group more than five years ago, bringing extensive experience as a senior administrator, where she demonstrated important skills across general financial accounting and taxation areas. She also arrived with excellent team management and organisational skills.
Rabea is a skilled and experienced trust administrator, having been with WAY Group for more than a dozen years. Our team also benefits from her previous five years’ experience as a compliance auditor within her previous role within a national financial services organisation.
Tom is a recent law graduate. He brings both up-to-date legal knowledge, along with his youthful energy and creativity. He is currently studying for his STEP diploma to cement his position within our team. We look forward to his substantial and increasing contribution over the years ahead.
Joining WAY Group in 2003, John has over 30 years’ financial services experience and assists firms in the North of the UK to mitigate IHT and preserve family wealth.
With four years with WAY Group and 25 years of industry focus on wealth protection and family estate planning, Mark assists advisers across the South of the UK.