"I help accountants protect the legacies their clients have worked a lifetime to build."
Meet Ray Best - Estate Planning & Inheritance Tax Specialist for Accountants
As an estate planning and inheritance tax specialist for accountants, my journey began by helping business owners simplify complexity and plan for long-term success. Today, I work with accountancy professionals advising high-net-worth individuals, property investors, and business owners on how to preserve wealth, minimise inheritance tax, and structure multi-generational legacies.
Over the years, I've worked alongside professionals across multiple sectors, authored features for Tax Adviser magazine, and co-authored Inheritance Tax Simplified, a practical guide to navigating the legal and financial complexities of estate planning. These experiences are shaped by the belief that accountants play a pivotal role in their clients' financial future, but they often lack direct access to the technical estate planning tools required to protect that future fully.
My journey began by helping business owners simplify complexity and plan for long-term success. Today, I work with accountancy professionals advising high-net-worth individuals, property investors, and business owners on how to preserve wealth, minimise inheritance tax, and structure multi-generational legacies.
Over the years, I've worked alongside professionals across multiple sectors, authored features for Tax Adviser magazine, and co-authored Inheritance Tax Simplified, a practical guide to navigating the legal and financial complexities of estate planning. These experiences are shaped by the belief that accountants play a pivotal role in their clients' financial future, but they often lack direct access to the technical estate planning tools required to protect that future fully.
To support accountants like you with the legal, strategic, and tax-focused structures that high-net-worth clients require, I founded Wills, Tax & Trusts Ltd. Whether you're advising business owners, property investors, or private clients with £2.5M+ estates, I provide the insight and planning that helps your firm strengthen trust, deepen relationships, and deliver long-term impact.
Estate planning isn't just a service; it's a responsibility. Approximately 80% of inherited wealth disappears within two generations, an unfortunate reality. Often, the loss isn't due to frivolous spending but a lack of structured planning, poor communication, or avoidable tax exposure.
My mission is to change that.
Every client plan I build is bespoke. I take time to understand not just the figures, but also the family dynamics, the business structure, and the values that define each legacy. Together, we can ensure that the wealth your clients have built over a lifetime is protected intelligently, legally, and in a way that endures for generations.
To support accountants like you with the legal, strategic, and tax-focused structures that high-net-worth clients require, I founded Wills, Tax & Trusts Ltd. Whether you're advising business owners, property investors, or private clients with £2.5M+ estates, I provide the insight and planning that helps your firm strengthen trust, deepen relationships, and deliver long-term impact.
Estate planning isn't just a service; it's a responsibility. Approximately 80% of inherited wealth disappears within two generations, an unfortunate reality. Often, the loss isn't due to frivolous spending but a lack of structured planning, poor communication, or avoidable tax exposure.
My mission is to change that.
Every client plan I build is bespoke. I take time to understand not just the figures, but also the family dynamics, the business structure, and the values that define each legacy. Together, we can ensure that the wealth your clients have built over a lifetime is protected intelligently, legally, and in a way that endures for generations.
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