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Tax Nav Online Event

Using real client case studies, this highly practical online event will cover

  • Tax considerations of transitioning ownership within the family
  • Exploration of the various transfer structures
  • Illustrating the suitability for your client
  • Demonstrating the success of an ‘FBO’

Sign up and find out more here

Key benefits of working with us

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Innovation

The art of professional advice is to make the complex simple: for us this is fundamental.

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One-stop-shop

At WBR, you’ll find everything from SSAS administration to tax advice in one place, including our own in-house actuaries, commercial property legal team and lending experts.

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Peace of mind

As a fully independent company we have no third-party allegiances, so you can count on us to be honest and transparent.

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Personal service

We’re a business with big values at the heart of everything we do. We care about you and aim to protect your prosperity for future generations. We are actively involved in our communities and are told this is a great place to work.

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What our customers think about us

You have been so professional, helpful and patient and easy to talk to, thank you. I would not like to embarrass you but I would be glad if you could share this, people are often quick to complain but don't always think to praise good service and I can say no more than I don't know how we would have managed without you, what an asset you are to your company.

Pauline Kirk

Remarkable!

Thank you. It’s been quite a while since we witnessed such good and competent service; a thoroughly professional act, and we look forward to future projects.

Gary Stidolph

As always, thank you so much for passing on the query and for adding further detail. Would that we could get similar good service and professionalism elsewhere.

Financial Adviser, South Wales

Really, really grateful

Thank you for all your help over the past few months, I’ve not had the best experiences over the years with various forms of the pension administrator but this process was exceptional in the quality of service provided which I put mainly down to you.

Tony Daly

Awards and Memberships

Defaqto five star rating SSAS 2024
Moneyfacts 5 STAR SSAS 2024
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