John Humphreys

John Humphreys Email and Phone Number

Inheritance Tax mitigation specialist @ WAY Trustees Limited
John Humphreys's Location
Winsford, England, United Kingdom, United Kingdom
John Humphreys's Contact Details

John Humphreys work email

John Humphreys personal email

n/a
About John Humphreys

I specialise in assisting Financial Advisers, throughout the North of England, Scotland & North Wales to mitigate their clients IHT liabilities, potentially multi-generationally; protecting family wealth and retaining assets under management for the advisory practice for up to 125 yearsWAY offer a range of unique and innovative flexible reversionary interest trusts (primarily to mitigate IHT), using long-established principles, to remove assets from the estates of HNW individuals, whilst preserving the ability to:- Receive 'income'​(if required) via reversions- Access capital for Beneficiaries, at any time, including loaning money to Beneficiaries to protect 'family wealth'WAY currently administer more than 1,200 trusts, containing assets of c. £200m

John Humphreys's Current Company Details
WAY Trustees Limited

Way Trustees Limited

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Inheritance Tax mitigation specialist
John Humphreys Work Experience Details
  • Way Trustees Limited
    Business Development Manager (North)
    Way Trustees Limited May 2003 - Present
  • Way Trustees Limited
    Head Of Sales
    Way Trustees Limited Jun 2016 - Jan 2023
  • Scottish Widows
    Sales Consultant
    Scottish Widows 1993 - 2000
  • Guardian Royal Exchange
    Sales Consultant
    Guardian Royal Exchange 1988 - 1993

John Humphreys Skills

Wealth Management Financial Services Portfolio Management Retirement Planning Investments New Business Development Asset Management Inheritance Tax Planning Wealth Pensions Retirement Estate Planning Strategic Financial Planning Investment Advisory Financial Advisory Financial Planning

John Humphreys Education Details

  • Woodford Lodge
    Woodford Lodge

Frequently Asked Questions about John Humphreys

What company does John Humphreys work for?

John Humphreys works for Way Trustees Limited

What is John Humphreys's role at the current company?

John Humphreys's current role is Inheritance Tax mitigation specialist.

What is John Humphreys's email address?

John Humphreys's email address is jo****@****p.co.uk

What schools did John Humphreys attend?

John Humphreys attended Woodford Lodge.

What skills is John Humphreys known for?

John Humphreys has skills like Wealth Management, Financial Services, Portfolio Management, Retirement Planning, Investments, New Business Development, Asset Management, Inheritance Tax Planning, Wealth, Pensions, Retirement, Estate Planning.

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