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WAY Trustees Limited are an independent provider of trust based wealth preservation planning and management solutions, providing the most robust and yet flexible family asset protection, specifically created with family wealth preservation in mind to ensure the security of inter-generational wealth for families across the UK. Our desire to provide plain-speaking protection for intergenerational wealth planning is the cornerstone to our success.
You’ll see this demonstrated in our brochures and across our websites www.waytrustees.co.uk | www.acrobattrust.co.uk | www.inheritortrust.co.uk | www.waygroup.co.uk.
Headquartered in the heart of Dorset, WAY Trustees Limited offer a national professional service, exclusively focused on creating trusts and managing family wealth for people wishing to protect their assets from potential dynamic family changes.
WAY Trustees is part of the well-respected WAY Group that reached its 25th anniversary in 2021 and have been responsible for over 1200 individual trusts containing assets of almost £200 million in recent years.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 3 Cedar Park, Uk,dorset Bh21 7sb,united Kingdom
- Industry
- Financial Services
- Website
- wayinvestments.co.uk
- Keywords
- Wealth Preservation solutions, Inheritance Tax mitigation solutions, IHT planning, Tax planning, Estate planning solutions, Flexible reversionary interest trusts, Collective investments, Inheritor Plans, Inheritance Tax planning, Discounted gift trust, Loan trust, Wealth Management, High Net Worth, Family Wealth Preservation, Trust Funds.
- HQ
- UK, Dorset
Way Trustees Limited Questions
WAY Trustees Limited's website is wayinvestments.co.uk
WAY Trustees Limited's LinkedIn profile is https://uk.linkedin.com/company/waytrusteeslimited
WAY Trustees Limited has
15 employees.
View email and phone details for 15
employees at WAY Trustees Limited.
WAY Trustees Limited's industry is
Financial Services
WAY Trustees Limited's top competitors are
Lister Langley Solicitors,
Way Fund Managers Limited,
Weka,
Mackenzie Goldberg Johnson,
Culture Care,
Vine Street Capital Llp,
Digilegal,
Bywell Shooting Ground,
Lifetidy,
Workbench Ltd.
WAY Trustees Limited's categories are Financial Services
WAY Trustees Limited's founding year is 1996
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Top WAY Trustees Limited Employees
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Joanna Ciuk CGMA
Director - Finance And Hr At Way Group
Greater Bournemouth Area, United Kingdom1peverel.co.uk -
-
John Humphreys
Inheritance Tax Mitigation Specialist
Winsford, England, United Kingdom, United Kingdom1waygroup.co.uk
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