Inheritance Tax planning specialists The WAY Group is to embark on a major drive to raise the profile of its suite of IHT products within the independent financial advisor sector.
The WAY Road show, which kicks off in Southampton on October 4, is a series of seminars designed to alert IFAs to its full range of Inheritance Tax planning products.
The tour will take place in many towns and cities throughout England and Wales below, winding up in Belfast on November 9.
The WAY Group currently offers a portfolio of nine different schemes, including the recently devised WAY Estate Transfer Plan.
Paul Wilcox, chairman of The WAY Group, says: The major selling point with the WETP is that it beats normal discounted schemes hands down.
Donors can overstate their need for maturities and defer what they don’t need as they go along.
Our plan is a sophisticated and extremely effective tool for IHT planning something we intend to enlighten IFAs about, and of course detail the commission structures involved.