Helping clients navigate changing pension, inheritance tax and estate planning environments with clarity, structure and professional guidance.
★★★★★
RATED 5/5 ON GOOGLE REVIEWS
ESTATE 🞗 TRUST 🞗 LEGACY
1,000 +
ESTATES COUNSELLED
15 +
YEARS IN PRACTICE
"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
Specialist Estate &
Succession Planning
For Families and Advisers
Trusted Partnerships That Strengthen Our Services
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.
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.
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.
Meet the Author
Ray L. Best is the founder and senior adviser at Wills, Tax & Trusts Ltd. With over 15 years in practice and more than 1,000 complex estates counselled, Ray specialises in high-net-worth estate planning, trust structuring, and strategic IHT navigation. His narrative-driven books are designed to strip away dense legal jargon, giving families and professional advisers the clarity they need to protect their legacy before the technical planning even begins.
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.
Pensions and Inheritance Tax from April 2027
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