The Specialist Partner for Accountants and Their Clients
Wills, Tax & Trusts Ltd. works exclusively with accountants and their clients to deliver advanced estate planning, business succession, and inheritance tax solutions.
Our expertise ensures your clients receive the highest level of protection - while you strengthen your role as their trusted adviser.
When the stakes are highest, we deliver the specialist tax and trust solutions that accountants and their clients rely on.
Why Work With Wills, Tax & Trusts Ltd.?
The Specialist Partner for Accountants and Their Clients
At Wills, Tax & Trusts Ltd., we understand the business owners and high-net-worth clients face complex, high-stakes challenges in succession planning, inheritance tax mitigation, and the long-term protection of family wealth.
We work exclusively in partnership with accountants, providing the technical expertise, legal structures, and client-ready resources you need to deliver outstanding outcomes with complete confidence - while saving you valuable time.
Affluent clients can require extensive, ongoing attention. We take care of that detail, allowing you to focus on your core services and client relationships.
Why Accountants Choose Us
Decades of Experience with
High-Net-Worth Clients
Fast Response and Ongoing Updates
We Work Alongside You,
Not Around You
Our Communication is Clear, Professional, and Focused on Practical Outcomes
Our Specialist Services
Bespoke Strategies for Complex Estates
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Business Succession & Exit Planning​​
Structuring sales, buyouts, and generational transfers to maximise value and minimise tax.
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High-Value Estate & Inheritance Tax Planning
Reducing inheritance tax exposure for estates worth £1M +.
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Trusts & Family Investment Companies
Protecting assets and ensuring wealth passes efficiently across generations.
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Cross-Border Estate Structuring
Navigating the complexities of international assets and global family connections.
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Bespoke Wills & Estate Plans
Tailored to complex family, business, and wealth scenarios.
Trusted Across the UK
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Supporting £1M + in estate value across our client base.
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Delivering millions in inheritance tax savings through strategic planning.
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Partnering with accountants serving high-net-worth clients nationwide.
