Way Group launches family asset protection trust service

Trust work often seen as a 'dark art'

Julia Bahr
clock • 2 min read

Way Group has introduced its new ‘referred’ business service under the Acrobat Trust brand, focusing on inter-generational estate planning.

Chairman Paul Wilcox explained the new initiative is aimed at all professional firms wanting to guide clients in protecting family assets, but who perhaps do not have the specialist skills to give detailed advice on personal family trusts.  Speaking to Professional Adviser, Wilcox said the firm has been in the trust market for almost 20 years but has always distributed via IFAs who, themselves, gave all the detailed advice about us and its trusts to their clients.  "Sadly many professionals, as well as their networks, view trust work as a bit of a mysterious almost ‘dark art' that req...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

P1 platform to offer Business Relief ahead of pension IHT changes

P1 platform to offer Business Relief ahead of pension IHT changes

Partnership with PXN Investments

Sophia Panayi
clock 15 September 2026 • 3 min read
Predictions and the value of financial advice

Predictions and the value of financial advice

'If there is one profession that has had to become comfortable with uncertainty, it is ours'

Andrew Aldridge
clock 10 September 2026 • 7 min read
Majority of advisers want CGT reporting in platform tax packs

Majority of advisers want CGT reporting in platform tax packs

Some 39% of advice firms cite tax planning as a priority

Sophia Panayi
clock 09 September 2026 • 1 min read