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

HMRC releases 'crucial' technical note on IHT on pensions

HMRC releases 'crucial' technical note on IHT on pensions

Law firm warns of complexity and risk for families and executors

Jenna Brown
clock 11 May 2026 • 3 min read
Advisers must shift IHT planning mindset from 'passive to active'

Advisers must shift IHT planning mindset from 'passive to active'

Speaking on a PA360 IHT-focused panel session

Jenna Brown
clock 11 May 2026 • 3 min read
How fixing the £100,000 childcare cliff edge could boost families and the Treasury coffers

How fixing the £100,000 childcare cliff edge could boost families and the Treasury coffers

'A flawed tax policy with real consequences for families and the wider economy'

Charlene Young
clock 07 May 2026 • 4 min read