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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


Action group in legal battle over lost Paymentshield commissions

Disgruntled Paymentshield brokers are forming an action group to recover thousands of pounds of lost commission after the protection provider last month ceased trail payments to intermediaries no longer regulated to sell mortgage-related general insurance.The group, which will shortly enlist the support of what it calls a “high profile trade figure in the protection market”, […]

This week in Mortgages

The Mortgage Business Expo took centre stage with week with the great, the good and the hungover from the mortgage market all descending on London’s Earl’s Court for two days of well, er, mortgages.

Going to town

The announcement that Isas are here to stay should give them a fillip ahead of the 2007 season but fund firms are increasingly trying to remind investors that they do not have to wait until the last minute to invest. By Matt Goodburn


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