At Wills, Tax & Trusts Ltd., we provide specialist support in estate planning, trust structuring, wills, succession planning, and inheritance tax planning for financial advisers, accountants, and their clients in Berkshire and beyond. Founded in 2017, our role is to help professional advisers access the technical expertise, legal structures, and client-ready documentation needed to support effective long-term wealth and legacy planning.
Our business was established to address a clear need in the market. Advisers are often the first point of contact for clients seeking guidance on wealth preservation, inheritance tax, trusts, and succession planning, yet many do not have direct access to specialist estate planning support. Wills, Tax & Trusts Ltd. was created to bridge that gap, providing a trusted specialist resource that complements the adviser relationship rather than competing with it.
With more than 17 years of industry experience, we bring technical insight, legal precision, and practical judgement to every case. We work closely with advisers to help ensure their clients receive clear, compliant, and carefully considered solutions, while the adviser remains firmly at the centre of the client relationship.
Meet Our Managing Director,
Ray Best
With over 17 years of experience in estate planning, inheritance tax planning, and wealth protection, Ray Best is a recognised specialist in helping advisers navigate complex client needs with clarity and confidence.
As co-author of Inheritance Tax Simplified and author of Pensions Betrayed, Ray has built a strong reputation for making complex inheritance tax, estate, and legacy planning issues easier to understand and act on.
His focus is to equip professional advisers with the technical expertise and planning support needed to deliver well-structured outcomes for clients with more complex personal, family, and business circumstances.
Trusted Partnerships That Strengthen Our Services
