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WAY group enhances IHT offering

The WAY Group has partnered with Ascentric to offer advisers a new open architecture inheritance tax solution.

The funds available through the Ascentric wrap cover all key IMA sectors including absolute return funds, specialist funds and exchange traded funds.

WAY’s IHT plans and trusts will enable IFAs to apply bespoke solution to IHT planning without the need to use investment bonds.

Its IHT solutions available on the wrap include the flexible inheritor plan, ‘gifts from income’ plan and the inheritor loan plan.

Fund managers now available via the platform include M&G, Gartmore, Fidelity, Credit Suisse, Schroders, Liontrust, Threadneedle, Invesco Perpetual, Henderson and Foreign & Colonial.

WAY group director Eddie O’Gorman says: “Inheritance tax planning continues to be a crucial issue for many clients and the WAY IHT plans provide IFAs with the financial planning solutions to address this issue. The wide choice of funds available on the Ascentric platform also enables IFAs to deliver IHT mitigation to suit individual circumstances as well as the ability to manage their clients’ IHT portfolios effectively,” said.


Watch out for Budget bill

I hope Julian Stevens will now read the small print in the Budget. He seems to think that for someone earning £150,000 or more, the answer is for the company to make a pension contribution instead.

Dividend pension shock

Companies which pay dividends face having to contribute to the firm’s pension scheme under new rules set out by the Pensions Regulator last week.

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Guide: how to… audit your auto-enrolment scheme compliance

As the Pensions Regulator starts to bare its teeth and the changes mentioned in the Budget and Queen’s Speech start to come into force, it is essential that you understand your scheme and the processes you need to undertake to ensure it remains compliant. Our second re-enrolment guide looks at how to audit the key areas of your auto-enrolment scheme.


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