The Way Group - Way Duo Inheritor Plan

10 January 2008 0:00 am

Type: Inheritance tax mitigation plan

Aim: Reducing IHT liabilities by investing into portfolio style collective funds through a trust

Minimum investment: Lump sum £100,000

Investment choice: Way global cautious portfolio, Way global blue, Way global red

Charges: Fund charges - initial 5%, annual 1.45-2% depending on fund

Commission: Initial 3%, renewal 0.5-0.75%

Tel: 01202 890895

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