Outsourced Estate Planning Support
Wills, lasting powers of attorney, trusts and inheritance tax work, carried out for financial advisers, accountants, solicitor and professional firms - delivered through Wills, Tax & Trusts Ltd.
Your clients’ estates are becoming more complicated. Pensions come into inheritance tax in April 2027, business property relief changed in April 2026, and clients are increasingly asking questions that sit outside a standard financial planning or accountancy remit.
UnaVida Wealth Management is no longer an independent financial adviser and has withdrawn from the FCA. What Ray Best does now is take on that estate planning work alongside professional firms, through his practice Wills, Tax & Trusts Ltd – and hand the client straight back.
Delivered Through Wills, Tax & Trusts Ltd
Wills, Tax & Trusts Ltd is Ray Best’s estate and succession planning practice. It is not authorised or regulated by the Financial Conduct Authority, because estate planning, trust structuring and inheritance tax consultancy are not regulated activities.
It has six practice areas, its own team and own site. Professional firms working with us are working with that practice.
Paraplanning & Compliance File Reviews
Outsourced paraplanning, suitability report drafting and file reviews for regulated UK advice firms. Your adviser recommends your firm signs off.
Exit & Succession Planning for Advice Firms
Non-regulatory consultancy for advice firm owners preparing a client bank for sale or internal succession, from an adviser who has been through it.
Practice Management & Mentoring for Advice Firms
Non-regulated consultancy for advice firm owners preparing a client bank for sale or internal succession, from an adviser who has been through it.