“The team are always very proactive in doing the best for me and my family. Lots of experience – takes the worry out of financial planning. Super friendly people.”
– Private Client, Berkshire
Trusted Partnerships That Strengthen Our Services
Choose Your Path
Specialist counsel on complex estates – for high-net-worth families, business owners, and the professionals they trust.
For Wealthy Families & Business Owners
Individuals who want their estate planning to reflect the complexity of what they’ve built – not a template and not advice given in isolation from their accountant, IFA, or wealth manager.
For Professional Advisers
IFAs, wealth managers, accountants, and solicitors – who need a specialist partner for the technical estate planning, trust structuring, and IHT work that sits outside their own remit. We work alongside you, not around you. Your relationship stays yours.
Why Advisers Choose Wills, Tax & Trusts Ltd
Technical Depth Your Clients Can Rely On
Responsive, Discreet, and Used to Working in Confidence
Documentation That Does The Heavy Lifting
Your Client Relationship Stays Yours
Essential Reading for Families and Professional Advisers
Insights from Ray L. Best to frame the conversations that must happen before the planning begins.
PENSIONS BETRAYED
Reshaping Inheritance Rules
An unvarnished look at how shifting government regulations and evolving UK tax frameworks have overturned decades of conventional financial planning assumptions. Discover the strategic steps required to protect your hard-earned wealth.
PENSION PARADIGM
Navigating Post-2027 Reforms
From April 2027, unused pension funds will face inheritance tax for the first time. Follow the story of Rob and Sarah Bennett as they navigate what these sweeping changes mean for family legacy, business stability, and future generations.
INHERITANCE TAX SIMPLIFIED
Clarity Through the Technical Depth
Demystifying the complexities of estate mitigation, discretionary trust structures, and the 7-year rule. A practical guide written in universally plain language, designed to eliminate anxiety and establish an accessible path forward.
Meet the Author
Ray L. Best is Managing Director of Wills, Tax & Trusts Ltd and an Affiliate Member of STEP (Society of Trust and Estate Practitioners). With decades of experience in business and financial planning, he specialises in inheritance tax, trusts, estate planning and succession. He has contributed to Inheritance Tax Simplified, written for Tax Adviser magazine and authored several publications examining complex tax and pension issues.
OUR PRACTICE
Six Practices
One Quiet Conversation
01 • FEATURED PRACTICE
Bespoke Legal Architecture
Trusts • Wills • Asset Protection
A Will Is Not a Plan — A Will gives instructions; it doesn’t guarantee they can be carried out when tax, timing, and access collide.
The Moment Things Slow Down — Without accessible cash for tax, estates stall. Assets freeze, decisions wait, families wait longer.
Building Something That Holds — Discretionary Trusts and well-designed Powers of Attorney create structure: assets stay accessible, decisions can be made, delays are reduced. Control, not paperwork.
Where Most People Start — You don’t need to fix everything at once. The work can be done in stages.
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