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...
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