it all works
products and services are designed for you to use as a practicing
Instruction Taker/Adviser in conjunction with the services you
currently offer. This is generated by initial income and renewal
income, all you pay us is the document preparation fee.
training required can be supplied to all registered advisors of
with our easy to understand support material such as our field
manual and product guide provides a simple approach to you taking
your clients will instructions to help preserve their estates
to their best advantage.
be provided by BTWC Ltd, their staff have many years experience
within the field of complete estate planning and preservation.
the Adviser/Instruction Taker you will find all our products and
systems easy to understand and explain. There are no compliance
issues with the forms or many of the products, and they are straightforward
to use and explain. Once the simple Will Instruction form is completed
you just return it to us, and we do the rest for you.
written wills and legal documents
unique Will writing department consists of professionally trained
Will Drafters accredited by The Society of Will Writers and are
seasoned Estate Practitioners. This ensures that every document
is of high quality and to the professional standard that is expected.
majority of products we offer fall within the non-regulated sector
in relation to both the financial and legal services industry.
Some regulated products are offered via our associate providers.
have Executor-ship and Estate administration services available,
providing your clients with the opportunity to appoint professional
executors to administer their estate if they feel that they would
not want to burden their family or friends with this cumbersome
task. We have formed a partnership with a professional Trust Corporation
who will provide these services at very competitive rates, usually
far less than that charged by Banks or Solicitors.
If your clients wish to take advantage of this service then it's
a simple process, if they do, you will receive an additional fee
when your customers Will is executed.
can also provide you with more specialist Trusts to meet Inheritance
tax planning though life time gifts and many other different trusts
to meet other client identified needs to help preserve their estate.
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