WILLS AND TRUSTS
Estate Planning Services to Secure Your Family’s Future
Estate planning isn’t just about tax – it’s about peace of mind. At Wallace White, we design clear, personal strategies to help you protect your legacy and plan for the future with confidence.
Long-term estate planning, not a one-off service
Build an ongoing relationship with a dedicated adviser who helps keep your estate plan aligned with your changing circumstances and future goals.
From passing on a business to managing complex family arrangements, estate planning can feel overwhelming – but it doesn’t have to.
We work closely with individuals and families to create HMRC-compliant strategies that reflect your wishes and make the most of available tax reliefs. Our expert team supports you through every decision, ensuring that your legacy is preserved and your loved ones are provided for.
Our Clients Say It Best
I started out solo and now we’re a team of ten. I didn’t want an accountant buried in the day-to-day, I needed someone who could zoom out and help me run the business well. Wallace White delivers exactly that. They’d dive into the weeds if I asked, but I value them most when I need them to check my numbers and act as a calm, strategic voice to explain the legalities and practicalities of what we need to do.Â
Stephen Murray, Scarecrow Digital
Estate planning services for succession, wealth and family protection
We offer more than just inheritance tax advice. We help you plan for the future.Â
From structuring assets and trusts to business succession and pension planning, we provide clear, practical advice to support you at every stage of life.Â
- Personalised legacy planning, tailored to your goalsÂ
- Future-proofing wealth through tax-efficient structuresÂ
- Support with business succession and family-owned assetsÂ
- Guidance on inheritance tax, gifting and trust strategiesÂ
Estate planning services for families, business owners and professionals
Protecting the legacy you’ve built
At Wallace White, we support individuals, families and business owners across the UK with estate planning that’s built around their needs.
With recent changes to pension rules that bring them into your estate from the 2027/28 tax year, planning early has never been more important.Â
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Our estate planning services are ideal for:Â
- Individuals and couples looking to plan aheadÂ
- Families with property, savings or investmentsÂ
- Business owners preparing for successionÂ
- People managing complex estates or blended families
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Whether you need help with one decision or a full estate strategy, Wallace White offers advice that’s personal, practical and focused on the long term.
Integrated advice from accountants who understand your goal
Our expertise across tax, accounting and advisory helps you make better-informed decisions
We’re a team of professionals who genuinely care about our clients and their futures. That’s why we do things differently – tailored to your goals, your family, and your legacy.Â
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- Big Four expertise with a personal, hands-on approachÂ
- Decades of cross-sector experience and technical skillÂ
- Trusted by more than 1,000 clients across the UKÂ
- 95%+ client retention and strong referral growthÂ
- Relationship-led service with direct access to advisor
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Estate planning is deeply personal. That’s why we offer more than technical advice – we offer clarity, support and long-term planning that gives you control.Â
Accountants
1,000+ Clients
CIS Experts
Trusted Nationwide
Explore our comprehensive financial services
With extensive cross-sectoral experience, Wallace White’s UK accountants in Glasgow provide a wide range of specialist accounting services. Whether you’re looking to strengthen your small business finance strategy or need expert support, explore how Wallace White can help your business thrive.
Inheritance Tax
Inheritance Tax advice from Wallace White. Personal, proactive planning to protect your wealth and pass on your estate tax-efficiently.
Tax Advisory
Expert tax advisory from Wallace White. Strategic, proactive guidance to help businesses optimise tax positions and stay HMRC compliant.
Capital Gains Tax
Capital Gains Tax advice from Wallace White. Expert support that helps you pay the right amount of tax and maximise available reliefs.
Personal Tax
Stress-free personal tax returns and advice tailored to you. Trusted expertise and proactive support from the experienced team at Wallace White.
Protect your legacy with tailored estate planning services
Book a call and we’ll arrange a time that suits youÂ
