Fund applications

WAY is well known for its innovative inheritance tax mitigation investment solutions.

The WAY Green Portfolio is ideal for use as part of one of these solutions, particularly where an investor wishes to put money aside as a legacy for their children, while aligning the investment with doing something positive for the world in which they will live. The legacy could then benefit both their environmental and financial future.

The Portfolio also forms part of specific investment strategies and product types. WAY has set up versions of its innovative Income Plan, and a Stocks and Shares ISA for use with the WAY Green Portfolio.

The WAY Green Income Plan is a strategy that aims to provide a tax-efficient, durable monthly income without eroding main capital – suitable for investors with a social conscience as well as those attracted by the potentially high returns that sustainable investing can bring.

The WAY Green Stocks and Shares ISA aims to provide tax-efficient returns on investment into the WAY Green Portfolio.

If you wish to discuss any of these matters or, indeed, want to talk to us about any of WAY’s products, then you are most welcome to call either Tony Lyons, IFA Support Manager, or Mark Benson TEP, Technical Manager , on head office telephone number: 01202 890895. Or, if you prefer, you can use the website Enquiry Form to get in touch. We look forward to hearing from you.

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