Estate Planning Support for Advisers in Wokingham
Our office is in Wokingham, and we work with advisers, accountants and professional firms across the town on the wills, trusts and inheritance tax work their clients need.
why choose usEstate Planning Services for Wokingham Firms
Most of this work is done remotely, but being down the road means we can sit in on a client meeting where that helps. Everything is delivered through Wills, Tax & Trusts Ltd.
Estate Planning & Will Support
Wills, lasting powers of attorney and asset protection for your clients, drafted alongside you.
Trust Planning & Administration
Trust selection, drafting, administration and review for your clients. Specialist technical support that leaves your client relationship intact.
Inheritance Tax Planning
Gifting, reliefs, business property relief and the April 2027 pension changes. Specialist IHT support for advisers, accountants and professional firms.
Resources
Guides, videos and articles produced during UnaVida’s years as a regulated firm, kept for reference.
About
Start with the end in mind.
UnaVida Wealth Management Ltd is based in Wokingham and is no longer an independent financial adviser, having withdrawn from the FCA. Ray Best built and sold an advice practice over three decades, and now works only with professional firms, through Wills, Tax & Trusts Ltd.