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WAY Group puts IHT plans on Ascentric wrap platform

The WAY Group has made its core IHT plans, the flexible inheritor plan, the ‘gifts from income’ inheritor plan and the inheritor loan plan, available on Ascentric’s wrap platform.

WAY says this will allow IFAs to effectively utilise the entire range of investment funds including its cash fund, new life settlement fund and its range of managed portfolio funds.

Chairman and technical director Paul Wilcox says the link with Ascentric is “going to change the face of IHT planning in the UK”.

He says: “The Ascentric wrap platform allows IFAs to transfer their client’s assets onto a single platform and provide them with the ability to manage their clients’ financial needs, all from one place.

“This provides a significant improvement on the traditional arrangement whereby IFAs introduce their clients to different providers of financial products, and so will enable IFAs to switch funds easily into the WAY plans to achieve the best possible results for their clients.”

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