Estate Planning Excellence for Estates of £1M+

Secure Your Family's Future Today!

Secure Your Family's Future Today!

Our dedicated team provides strategies to safeguard your wealth and secure your family’s legacy.

Our comprehensive service includes Wills, Letters of Wishes, Trusts, Lasting Powers of Attorney, Advance Directives and Inheritance Tax Planning.

Can you rely upon legal documentation and advice you have received?

Cheap documentation and poor-quality advice may result in heartbreak and sibling disputes, why not opt for peace of mind from estate planning specialists Wills, Tax & Trusts Ltd.

Client of Wills, Tax & Trusts' feedback regarding services provided.
Janet's review on Wills, Tax & Trusts and how they helped her and her family for the future.

Experience the pinnacle of estate planning precision with Wills, Tax & Trusts Ltd. 

Why?

Because your family is worth it.

At Wills, Tax & Trusts Ltd., we’re committed to preserving and maximising your legacy and ensuring you don’t overpay tax.

Want to Preserve the Value of Your Assets?

Here’s a tax fact that may make you more than a little angry. Your children, even your grandchildren, may have to pay tax on money that you’ve already paid tax on. This tax is called Generational Inheritance Tax.

To make sure that you maximise your family’s inheritance, click the button below to see how we can help you!

Want to Preserve the Value of Your Assets?

Here’s a tax fact that may make you more than a little angry. Your children, even your grandchildren, may have to pay tax on money that you’ve already paid tax on. This tax is called Generational Inheritance Tax.

To make sure that you maximise your family’s inheritance, click the button below to see how we can help you!

Our MD, Ray Best, has written featured articles for Tax Adviser Magazine, and published books covering tax matters such as ‘Partnership & Shareholder Protection’ and Inheritance Tax Simplified’, which he has co-authored with Tony Granger for around 15 years.

The magazines that Ray Best, Our Managing Director, has participated in.

We have won awards for Estate Planning Excellence for 3 consecutive years. 

Our Review Service:

Additionally, we offer a thorough review service for existing wills and trusts, ensuring your existing arrangements align with your current needs and goals, and current legislation.

Our Tax Planning:

We provide tax optimisation and comprehensive planning to ensure your assets remain secure and your loved ones are protected.

Let’s elevate your estate planning journey with expert guidance and unparalleled attention to detail.

What Our Clients Say

What Our Clients Say

Discover what our clients think of us and how we have helped them succeed.

Discover what our clients think of us and how we have helped them succeed.

Our Services

Our Services

Reasons to Make a Will - Video - Cover Image

Will Service

Will writing can be daunting but, our team of financial estate planners are here to make the will writing process easy.

Estate Planning written on canvas with a plant pot on the left hand-side.

Estate Planning Service

At Wills, Tax & Trusts Ltd., we understand that estate planning is a deeply personal journey, yet essential for ensuring your legacy is preserved.

Trusts - Services - Cover Image for Wills, Tax & Trusts.

Trusts

Trusts are a powerful and versatile tool in financial planning, yet their complexity often leads to misunderstandings.

Lasting Power of Attorney by Wills, Tax & Trusts.

Lasting Power of Attorney

Extreme care and consideration expert advice is required to properly establish this form of protection.

Financial reseach, government taxes and calculation tax return concept. Businessman using the laptop to fill in the income tax online return form for payment.

Tax Planning for Individuals

Effective tax planning is an essential component of your overall financial strategy.

Tax Planning for Business Owners by Wills, Tax & Trusts.

Tax Planning for Business Owners

Our tax planning service is holistic, considering every angle of your personal and company finances.

We understand the importance of safeguarding your legacy through a properly registered trust.

Trust Registration

We understand the importance of safeguarding your legacy through a properly registered trust.

Whether you’re a trust, a charity, or a company, navigating the LEI landscape can be daunting.

LEI Number Registration

Whether you’re a trust, a charity, or a company, navigating the LEI landscape can be daunting.

If you’re concerned about how the new tax laws could affect your farm, we can provide personalised guidance to help you optimise your estate plan and minimise tax liabilities.

The Budget and Farmers

Table of Contents   The latest government budget has sent ripples through the UK’s agricultural sector, especially affecting small family farms that have sustained the country’s rural economy for generations.

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