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Wealth manager Helm Godfrey has launched iRetire, a retirement advice service.
WAY technical manager Mark Benson looks at the possibilities arising from the blue and yellow blend.
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Way Fund Managers (WFM) chief executive, David Pook, is to retire from the firm at the end of September with a number of changes also announced to the group’s third party division, Elite.
Unit trust provider The WAY Group has launched a new unconstrained fund of funds in a bid to offer a wider range of investment options for its clients.
The majority of today’s IHT planning strategies are “outdated” and unsuitable for nine in ten 70-year-olds, according to WAY Group.
The WAY Group has today announced a “radical” new approach to tackling inheritance tax.
Paul Wilcox, chairman of WAY Group and IHT planner, says the Government is unlikely to change its IHT policy for baby boomers.
There are not enough income products on the market to satisfy specific client demand, according to WAY Group.
The Way Group has launched a campaign encouraging advisers to recommend IHT plans over Isas for older people in exchange for increased commission.
The Way Group has launched an offshore bond which is designed to provide a different approach to risk profiling.
Older investors holding onto savings in Peps and Isas could lose 40% of their savings through Inheritance Tax (IHT), claims the Way Group.
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