Specialist Estate &
Succession Planning
For Families and Advisers
Helping clients navigate changing pension, inheritance tax and estate planning environments with clarity, structure and professional guidance.
15 +
YEARS IN PRACTICE
ESTATE 🞗 TRUST 🞗 LEGACY
1,000 +
5/5
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.
A, Berkshire
ESTATES COUNSELLED
GOOGLE RATING
Trusted Partnerships That Strengthen Our Services
Trusted Partnerships That Strengthen Our Services
Specialist Estate Planning. Reducing Inheritance Tax. Safeguarding Family Wealth.
Protecting Wealth with Preparation, Structure and Clarity
UK pension rules, inheritance tax, and estate planning are becoming increasingly complex, particularly for families and business owners with significant wealth.
Without the right preparation and structure, more of your estate could be exposed to inheritance tax, unnecessary delays, or decisions made too late to achieve the best outcome.
At Wills, Tax & Trusts Ltd., we help high-net-worth individuals, business owners, and professional advisers understand their options, reduce inheritance tax exposure and put the right protections in place for future generations.
Our approach is clear, considered and tailored to each family’s circumstances — helping you protect what you have built and pass it on with greater confidence.
Why Advisers Choose Wills, Tax & Trusts Ltd.
Specialist Estate Planning
Inheritance Tax Insight
Clear Documentation
Trusted Support for Advisers
Pensions Betrayed: A Better Way to Start Conversations About Pensions and Inheritance Tax
Pensions Betrayed was written in response to a growing problem: many clients were being presented with technical explanations about pensions and inheritance tax without first being helped out to understand what was really changing and why it mattered. The book provides this wider context, helping clients, families, and advisers to have more informed conversations before irreversible planning decisions are made.
Through the story of Rob, a successful business owner approaching retirement, the book explores how pensions, inheritance tax, time, and responsibility intersect and why delay is rarely without consequence. Rather than offering formulas or certainty, Pensions Betrayed challenges outdated assumptions and encourages a more thoughtful approach to retirement, estate, and family wealth planning.
Written for families, savers, and professional advisers, it provides a clear and accessible starting point for conversations about pensions, inheritance tax and the decisions that shape long-term financial security.
Our Expertise
Trusted Estate Planning and Inheritance Tax Support for Advisers
Built on Trust. Backed by Technical Expertise. Focused on Better Client Outcomes.
At Wills, Tax & Trusts Ltd., we understand the responsibility that comes with professional referrals. That is why we provide advisers with specialist support in estate planning, inheritance tax planning, wills, trusts, lasting powers of attorney, and succession planning, delivered with care, discretion, and technical precision.
Every client you refer to us receives a considered and professional service designed to protect wealth, manage risks, and support long-term planning. From initial discussions through to implementation and ongoing legacy planning, our approach is built to complement your advice, strengthen client confidence, and uphold the standards of your professional reputation.
We are not simply a service provider. We are a specialist partner to advisers, helping you deliver clear, well-structured planning solutions for clients with complex personal, family, and financial circumstances.