WAY Trustees Ltd

27/06/2025

🌟 Another fantastic event in our 2025 series – this time in the North East! 🌟

On Tuesday, WAY's John Humphreys and Matt Nelson from LV= delivered an insightful seminar at Newcastle Falcons Rugby Club entitled: “IHT Planning in a Post-Budget Landscape – What Now for Pensions?” 🏉

We were thrilled to welcome Professional Advisers from across the region for a deep dive into the October 2024 Budget changes and what they mean for clients, particularly in relation to pension-based planning.

👏 A huge Thank You! to everyone who joined us – your questions, discussion, and collaboration brought the session to life.
✅ The atmosphere was collaborative
☕ The coffee was flowing
🥪 And yes, the food hit the spot!

📈 The changes coming into force from 6th April 2027 will have a significant impact on Estate and Pension Planning. The government's own figures estimate £640 million in extra IHT revenue in the 2027/28 tax year from pensions alone – rising to an eye-watering £1.46 billion by 2029/30.

These forecasts reflect the seismic shift in how pensions will be treated for IHT purposes – and why early planning is now more crucial than ever.

Whether you're advising clients on Pensions, Trusts, or Family Succession, these changes cannot be ignored.

If you missed this session or would like to explore how WAY Trustees Limited can support you or your clients, don’t worry! – we’d love to talk.
📞 01202 890895
📧 [email protected]
💬 Or simply drop us a message right here on LinkedIn

📍 Next stop? ! Keep an eye out – we’ll be announcing more details soon!

23/06/2025

📊 Receipts Up 7% Year-on-Year... and They're Still Climbing!

HMRC has reported £1.5 billion in Inheritance Tax receipts in just April and May - a 7% year-on-year increase, and the latest signal that IHT is tightening its grip on UK estates.

With forecasts predicting receipts will hit £9.1bn this year and over £14bn by 2030, there’s one clear takeaway for Advisers:
➡️ Inaction is no longer neutral — it’s costly.
✅ Asset prices continue to rise
✅ Thresholds remain frozen
✅ Pensions enter IHT scope from 2027
✅ Policy changes are tightening exemptions

As the tax net widens, more ordinary families are being pulled into liability, often without realising it. Trust frameworks, gifting strategies, and proactive estate planning are no longer "value adds" they're essential for Consumer Duty compliance and for protecting client outcomes. Read the full article here: https://moneyage.co.uk/IHT-receipts-jump-7-year-on-year-in-May.php

At WAY Trustees Limited, we help you navigate this evolving environment with robust trust-based planning.

Want to stay ahead of the IHT curve? and help your Clients do the same? Find our IHT Guide here:https://www.moneyage.co.uk/guides/Way-Trustees-2025.pdf

Let’s have a conversation.
📩 Drop us a message
📞 01202 890895
📧 [email protected]

17/06/2025

🚨 Just 1 Week to Go! 🚨

Only a handful of spaces left - are you joining us?

🔍 Inheritance Tax Planning in a Post-Budget Landscape: What Now for Pensions?

📅 Tuesday 24th June 2025
🕘 09:30 – 12:30
📍 Newcastle Falcons Rugby Club 🏉
🥐 Complimentary breakfast served on arrival

Whether you deal with IHT and pension planning or just want to stay ahead of the curve, this session will give you practical insight into what the October 2024 Budget means for your clients.

Join John Humphreys and Matt Nelson for a focused morning of high-impact content designed to support you in your day-to-day advice.

✨ Why attend?
- Discover new opportunities Post-Budget
- Hear expert views with a client-first focus
- Network with fellow professionals in the field
- Earn CPD while you’re at it

📣 Final places going fast – book now to avoid missing out!

👉 https://lnkd.in/eAusppwH

03/06/2025

💷 The UK’s Inheritance Tax bill is on the rise - are your clients prepared?

A new report from Irwin Mitchell reveals that Inheritance Tax (IHT) liabilities could hit £9bn by 2027, with over 37,000 estates expected to be caught in the net. Read the full article here: https://www.moneymarketing.co.uk/news/uks-inheritance-tax-bill-could-reach-9bn-by-2027-report/

📍 In Greater London alone, annual payments are predicted to grow by 54%, reaching £2.6bn, and 9,400 estates could be impacted by 2026/27.

🔒 With the threshold freeze extended to 2030, plus major reforms to Business Property Relief ( ) and Agricultural Property Relief ( ) taking effect from April 2026, the need for informed, proactive estate planning has never been greater.

⚠️ Add to this the change from April 2027 that will bring inherited pensions into scope for IHT, and we’re looking at a fundamentally different planning landscape.

👉 For Professional Advisers, this is a call to action:

Now is the time to review your clients’ positions and ensure they understand what these shifts mean for their legacy.

At WAY Trustees Limited, we work with Professional Advisers to help navigate these complexities through strategic Trust Planning.

Get in touch to learn how we can support you and your clients.

📩 Drop us a message
📞 01202 890895
📧 [email protected]

The number of estates in the UK subject to inheritance tax (IHT) could exceed 37,000 by the end of 2026/2027 and result in a total annual bill of almost £9bn, according to a new report by Irwin Mitchell's private client advisory.

09/09/2024

📣 Exciting Announcement! 📣

We are kicking off WAY's Autumn / Winter Masterclass sessions! 👏
Join us to 'Discover the 3 Pillars of Estate Planning!' - this October in .

In collaboration with Stephen A. Oliver from THE WILL COMPANY and Matthew Field from Rathbones Investment Management International, we have curated a Masterclass to help you achieve your clients' long-term financial aspirations and secure their future and that of their loved ones.

When: Wednesday 16th October 2024

Where: Lea Marston Hotel, Haunch Lane, Lea Marston, Sutton Coldfield, Warwickshire, B76 0BY

We will be running two sessions on the day to choose from so please ensure you are clicking on the correct link below for either Breakfast or Lunchtime.

Breakfast session: 9:30am arrival 10:00am start – finishing at 11:30am
Eventbrite link: https://eu1.hubs.ly/H0ccRJ-0

Lunch session: 12:30pm arrival 13:00pm start – finishing at 14:30pm
Eventbrite link: https://eu1.hubs.ly/H0ccVbQ0

If you have any further questions please do not hesitate to get in touch by sending a message to:
Mollie Mae Wilcox
Mark Wintle - Inheritance Tax Specialist
John Humphreys

Please note: this is a CPD qualifying event.

We look forward to seeing you there! 🙂

09/09/2024

We have another exciting event lined up tomorrow at The Finance Hub !

Join us on September 10th for a discussion on Wealth, Pensions, and Insurance needs, as we kick off Pension Awareness Week.

It’s the perfect time to focus on these important financial topics.

We’re offering a complimentary one-hour session with our industry experts to discuss your personal finances. Whether you already have a financial advisor or are looking for a second opinion, you're welcome to join us.

Our expert speakers—Nathan Blackmore, Adam Saunders, Martyn Bates, and Lynne Campbell—will share their insights and guidance.

Feel free to bring any paperwork to review your current financial situation.

Reserve your FREE time slot here: https://www.thefinancehub.money/our-events/ask-the-finance-experts-10th-september-2024/

Gillian Palmer Kat Lilly Adele Cable FPFS BAHons BSc Hons Currencies Direct Lime Finance Solutions WAY Trustees Ltd Sutton Winson Insurance Brokers & Risk Managers FinCred Richard Alexander Alexander Bates Campbell Jack Charles Estate Agents Symbiotic Smart Homes Burtons Solicitors Sited Ltd Summit Environmental Limited Atelierdelinde_architects_ BSF Consulting Engineers Loch Associates Group Sevenoaks Chamber of Commerce Royal Tunbridge Wells Together Business Improvement District Lending Made Simple

04/09/2024

👋 Meet the WAY team👋

Thomas Digan, Trust Operations Director

As the head of the Trust department, Thomas oversees the management of our Trusts, with a focus on enhancing the legacies under our stewardship for future generations.

Thomas embarked on his journey with WAY on a post-graduate programme having left university with a law degree and has subsequently progressed to the role of Trust Manager. The culmination of his efforts led to a significant milestone in June 2023 when he was appointed as the Director of Trusts on WAY Trustees’ board.

If you would like to find out more about Thomas and the rest of the team here at WAY follow this link to our website: https://eu1.hubs.ly/H0c2mdq0

02/09/2024

👋 Meet the WAY team👋

John Humphreys, Business Development Manager (North)

John joined WAY in May 2003. He specialises in helping Financial Intermediaries to protect and preserve the ‘family wealth’ of their clients intergenerationally, via a range of Flexible Reversionary Trusts, whilst saving them Inheritance Tax (IHT).

John has over 35 years’ experience in financial services and is level 4 Diploma qualified. He has extensive knowledge of Inheritance Tax mitigation planning, having been immersed in such planning since 2003. During that time, he has played an integral role in many of the Trusts we still look after today – many after the demise of the person who set them up due to the flexibility of the WAY Inheritor Trusts.

John used his extensive knowledge in this area to the Office of Tax Simplification to provide suggestions to their Inheritance Tax Simplification Report in 2018. After meeting those involved several of his suggestions were included in the Final Report.

If you would like to find out more about John and the rest of the team here at WAY follow this link to our website: https://eu1.hubs.ly/H0c2mfg0

19/08/2024

👋 Meet the WAY team👋

Joanna Ciuk, Director of Finance

Joanna is the management Accountant here at WAY with over two decades of experience in the finance sector. She provides crucial financial insights and advice to the board of Directors, fostering a seamless information flow across all business sectors.

Throughout her career, she has crafted comprehensive accounting policies and reporting structures for businesses and EU-funded projects, emphasizing streamlined data extraction and error reduction. Her commitment to process improvement has driven the creation and implementation of efficient processes and procedures.

If you would like to find out more about Joanna and the rest of the team here at WAY follow this link to our website:

16/08/2024

‘Summer’ social - beach hut fish and chips! 🐟🍟🏖️

16/08/2024

We recently ran an event at The Finance HubThe Finance Hub in Tunbridge Wells and had such a great response, we are planning a follow up event where you can speak to the panel of experts who presented on the day.

This invitation is open to all, whether you're a professional with clients in need of advice, or you wish to discuss your own circumstances.
Nathan Blackmore - Chief Executive Officer, WAY Trustees Limited
Speak to Nathan for flexible lifetime trust planning.

Martyn Bates - Independent Financial Adviser, ABC IFA
Speak to Martyn or Lynne Campbell for wealth management, pensions and more.

Adam Saunders - Client Executive, Sutton Winson
Speak to Adam for specialist insurances for high-end valuables etc.

When
Tuesday 10th September 2024
10am - 5pm

Where
The Finance Hub
Linden Park Road
B
Royal Tunbridge Wells
TN2 5FQ

Contact The Finance Hub to reserve your place:
Telephone: 01892 280000
Email: [[email protected]]

See our AD: https://lnkd.in/eDeNYYTE