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Way Group – Way Tax-Efficient Portfolio Management Service

Way Group

Way Tax-Efficient Portfolio Management Service

Type: Offshore bond

Aim: Growth by investing in a combination of three fund of funds portfolios catering for individual risk profiles

Minimum investment: £50,000

Investment choice: Way Global Cautious Portfolio, Way Global Total Return Portfolio, Way Global Red Portfolio

Allocation rates: 100-107%

Charges: Fund charges – initial 5%, annual 1.45-2%, annual 0.65% for bond wrapper, extra annual up to 1% depending on initial commission and allocation rate chosen

Commission: Initial up to 7%, renewal 0.5-0.75%

Tel: 01202 890895


Revamp as IFADU aims to fight for IFA rights

The IFA Defence Union has restructured with a seven-man executive committee aimed at portraying a more professional outlook and better representing and defending the rights of IFAs and retired advisers.The restructure was voted for and confirmed at a steering group meeting of the IFADU board at the Hotel Russell in London.Evan Owen will chair the […]


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