Wills & Trusts Wealth Management Group

Wills & Trusts Wealth Management Group Wills & Trusts Partnership. Wills & Trusts Chartered Accountants.

When you visualise your estate, how much does that value come to? Then imagine 40% of that value that's paid in IHT afte...
28/12/2023

When you visualise your estate, how much does that value come to? Then imagine 40% of that value that's paid in IHT after the £325,000 threshold. That figure can often be a hard pill to swallow, and it's one we see time and time again which could have been reduced if the correct measures were taken. Don't just swallow that pill, get in touch with us and let us be the lighthouse to guide you before it's too late.

Wills & Trusts would like to wish you all a very Merry Christmas!
25/12/2023

Wills & Trusts would like to wish you all a very Merry Christmas!

One sleep to Christmas... we hope tonight is a magical one!
24/12/2023

One sleep to Christmas... we hope tonight is a magical one!

We see time and time again where someone's Will leaves their entire estate to someone they're no longer associated with,...
23/12/2023

We see time and time again where someone's Will leaves their entire estate to someone they're no longer associated with, and they didn't even realise. Sometimes your Will was once relevant to your circumstances, but today they no longer meet your current wishes. Review your Will, speak to us, and let's ensure today's wishes are met before the past decides on what you've spent a lifetime to build.

Please note our closing times over the Christmas period; from everyone at Wills & Trusts, we wish you a very Merry Chris...
20/12/2023

Please note our closing times over the Christmas period; from everyone at Wills & Trusts, we wish you a very Merry Christmas and a Happy New Year. We look forward to welcoming you all in 2024!

This week we celebrated Christmas Jumper Day in style! Not only that, the team also raised a total of £150 for Crisis at...
09/12/2023

This week we celebrated Christmas Jumper Day in style! Not only that, the team also raised a total of £150 for Crisis at Christmas, ensuring those less fortunate will have food, warmth, somewhere to stay, and much needed support they may need this Christmas. All that's left to say is who's jumper takes the top spot?!

6 days to go! Book your seat for our upcoming Pensions Seminar taking place on Monday 19th June! Follow the link, don't ...
13/06/2023

6 days to go! Book your seat for our upcoming Pensions Seminar taking place on Monday 19th June! Follow the link, don't miss out! https://bit.ly/45UvHB7

Let's recap the budget announcement last month...Even though the lifetime allowance tax charge for pensions has been rem...
31/05/2023

Let's recap the budget announcement last month...

Even though the lifetime allowance tax charge for pensions has been removed, this doesn’t mean that the restrictions on tax free cash have been removed along with it. The limit on tax free cash remains at 25% of the lifetime allowance, so a maximum of £268,275, unless you have any form of pension protection in place. Of course, the politicians couldn’t make it a simple change, they couldn’t even make it a round number!

Call us today, find out how this could well affect you!

Let's recap the budget announcement last month...The pensions money purchase annual allowance has increased from £4,000 ...
26/05/2023

Let's recap the budget announcement last month...

The pensions money purchase annual allowance has increased from £4,000 to £10,000 per year. This means that there is £1,200 of additional tax relief available from the government for basic rate tax payers every year.

Get in touch with our team today, let's find out how this may affect you!

Our Pension Seminars are back! Find out all you need to know about Jeremy Hunt's latest changes and updates; get your se...
22/05/2023

Our Pension Seminars are back! Find out all you need to know about Jeremy Hunt's latest changes and updates; get your seat booked today! https://bit.ly/3IG4YMj

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91-92 High Street
Thame
OX93EH

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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Wills & Trusts Wealth Management Group

Established for well over 25 years, the award-winning Wills & Trusts Group believes in treating clients as people, not just as a number. This “family” philosophy makes the company one of the most highly respected amongst financial advisers.

As one of the few firms of Chartered Financial Planners, Wills & Trusts has the technical know-how to deal with any situation but focuses on the growth of clients’ assets and the protection of those assets so that they pass to the right person at the right time.

Estate planning

Like most people, you want your assets to be passed to your family both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time. You will probably want to make sure that you pay no more tax than is reasonable, and in some cases, you will want to avoid it completely. Investment management