Comprehensive financial planning services
for high net worth clients and business owners
The Wills, Tax & Trusts Group
Personal and corporate financial planning in Berkshire
Welcome to the Wills, Tax & Trusts Group – three separate companies which together provide comprehensive advice on all aspects of both corporate and personal financial planning.
We are based in Hurst, near Wokingham and Reading, while our clients are throughout Berkshire and the Thames Valley.
The three companies are:
Wills Tax & Trusts Ltd – for advice on wills and trusts, advanced tax planning such as Inheritance Tax planning, and Employee Benefit Trusts (EBT) advice.
Independent Probate Services Ltd – for comprehensive advice on both probate and administration of estates.
UnaVida Wealth Management Ltd – Comprehensive financial planning for investments, estates and businesses, as well as high net worth individuals.
Please note that UnaVida is directly regulated and authorised by the Financial Conduct Authority (FCA). Follow the link to go to the dedicated UnaVida website
Ensure that your assets are passed on correctly
It is extremely important that, whoever you are, you review your current will arrangements and legal documentation because of the new Residential Nil Rate Band legislation. The rules appear to be simple on the surface, but the detail is rather more complex.
We live in a world where there is a considerable lack of family stability; this often causes emotional upset and financial hardship. It’s important to ensure that your assets are passed securely to your loved ones and not to others you may prefer not to benefit, but who may have a claim in the event of a poorly-drafted or non-existent will.
We provide the advice that families and businesses require BEFORE they draft their wills, tax planning, trusts, shareholder agreements and Lasting Powers of Attorney.
Three companies, one key link
Our Managing Director is Ray Best. During his 30 years’ career as a financial adviser, he has had numerous articles and books published in leading industry publications, and has talked on financial matters on BBC Radio Berkshire.
He’s also a lifetime member of America’s Million Dollar Round Table, an independent association of more than 42,000 of the world’s leading life insurance and financial services professionals drawn from more than 470 companies in 71 countries.
Ray has assisted numerous individuals and businesses across Berkshire to make more of and to protect their assets – and he looks forward to helping you too.
It’s easy to get professional advice on wills, tax and trusts
Wills and trusts are transactions of high consequence, not just financial but emotional. For your relatives, the major financial decisions you make will have significant and possibly life-changing consequences. It is therefore essential that you seek proper professional financial advice from people you can trust.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business.
Then to book a session with Ray Best and his team at our tranquil offices in Hurst near Wokingham, Berkshire, simply call 0118 934 7920 or contact us now