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About
BTWC
We
can help you to ensure you are fulfilling even more of your clients
needs by you taking their Will Instructions. Independent research
shows that 2 out of every 3 adults in the UK do not have a current
will, which means that a large proportion of your client base
may well need the help and guidance you will be able to provide,
as well as a further 28 million prospects!
We
can enable you to take your clients will instructions, so we write
the wills for you and provide your clients with other legal services
on your behalf based on their needs.
Beneficial
Trust & Will Company (BTWC LTD) are long established, full
members of the UK's self-regulatory body, The Society of Will
Writers which was formed in 1994. This allows our associates the
opportunity to become an affiliated member should they wish to
do so for a small annual fee. We have a forged business partnership
with Personal Touch Financial services, one of the UK'S largest
financial services organizations with over 1,000 member companies,
we also deal with other networks and many Independent IFA'S, mortgage
brokers, as our services are available to all professional advisers.
Which enable us to provide you with an even more cost efficient
product service range, which you in turn can pass onto your client's.
All
our services are protected by Professional Indemnity Cover up
to £1 million per document, and your client's instructions
will be managed by our professional Will Drafters who are fully
accredited by The Society of Will Writers.
Becoming
a member of BTWC LTD
By
becoming a member is simple, but with this business opportunity
not only will you be able to advise your clients in areas such
as Complete Estate Preservation and Planning (non-regulated products),
but you will also be able to offer your clients Specialist Trusts
for investment purposes and IHT mitigation, preservation of pension
funds and much more.
A full business pack is available, this includes everything you
need to get started, Will Instruction form, field manual, product
guide, certificate of association, sales presentation, sales aids
and leaflets and posters etc.
There is a one off fee for registration and the opportunity to
acquire the business pack which is £145.00 plus VAT, this
represents excellent value as you are effectively setting up another
business with an additional income stream for very little outlay!
Click
here if you want to see what the further benefits would
be for you to take advantage of the services we offer.
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