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The Way Group – Way Gifts From Income Inheritor Plan

The Way Group

Way Gifts From Income Inheritor Plan

Type: IHT mitigation plan

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

Minimum investment: Lump sum £5,000

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

Charges: Fund charges – initial 5%, annual 1.45-2% depending on fund, 0.65% additional for bond wrapper

Commission: Initial 3%, renewal 0.75%

Tel: 01202 890895

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