At Wills, Tax & Trusts Ltd., we provide specialist estate planning, trust structuring, and inheritance tax advice for accountants across Berkshire and beyond. Founded in 2017, we exist to support accountancy professionals with client-ready legal solutions that enhance advisory services, safeguard client wealth, and strengthen legacy planning.
Our Managing Director, Ray Best, recognised a gap in the market: accountants are often the first point of contact for clients seeking guidance on wealth preservation, but many lack access to specialist planning resources.
We exist to bridge that gap. With over 17 years of industry expertise, we bring deep technical insight, legal precision, and a collaborative approach to every case. We work exclusively with accountancy professionals, ensuring your clients receive the level of care, clarity, and compliance they expect, while you remain firmly at the centre of the advisory relationship.
For nearly a decade, we've helped firms across Berkshire and beyond protect client wealth, enhance retention, and add tangible value through advanced wills, trusts, succession strategies, and inheritance tax planning.
What to Expect When You Partner With Us
The First Meeting Matters
Your introduction to Wills, Tax & Trusts Ltd. is more than a consultation; it's the foundation of a lasting, strategic partnership. Whether through a discovery call or a joint client session, our approach is guided by
⦁ Clarity: We make technical complexity simple and actionable.
⦁ Respect: Your client relationships are paramount; we enhance, never replace.
⦁ Insight: Our team applies decades of expertise to ensure all recommendations are effective, practical, and HMRC-compliant.
What Happens Next
Following a confidential, no-obligation discussion with Ray Best, you'll receive:
o A tailored outline of how our services can support your clients and your firm.
o Guidance on next steps: whether that's client planning, internal training, or technical implementation.
o No pressure. No hard sell. Just informed, professional advice designed to empower your practice.
We're here to help you protect your clients' legacy, and strengthen your position as their most trusted adviser.
Meet Our Managing Director,
Ray Best
With over 17 years of experience in estate and financial planning, Ray Best is a recognised expert in inheritance tax strategy and generational wealth protection.
As co-author of Inheritance Tax Simplified, he has helped hundreds of accountants navigate complex client challenges with clarity and confidence.
Ray leads Wills, Tax & Trusts Ltd with a clear focus: to equip accountancy professionals with advanced insight, so they can deliver expectional outcomes for their most valued clients.
At Wills, Tax & Trusts Ltd., we align only with the most reputable names in estate planning and inheritance tax strategy, ensuring that the solutions we deliver to your clients are grounded in deep technical expertise, legal rigour, and proven results. Our professional network adds strength, scale, and specialist insight to every case.
Trusted Partnerships That Strengthen Our Services
With over two decades of specialist experience, Solidus is a nationally respected provider of estate planning and trust solutions. Their technical acumen and legal resources support professional advisers across the UK in delivering high-level client protection.
Established for over 25 years, The Will Company delivers expert will writing, trust creation, and estate planning solutions tailored for advisers and their clients. Their track record of accuracy and discretion aligns with the highest standards in the profession.
Based in Wokingham, Future Family Inheritance Ltd specialises in IHT planning and legal documentation for estates valued at £2M and above. Their bespoke approach and deep experience make them a trusted resource for high-net-worth estate clients.
