How it all works

Maximising your income

Our 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

Any training required can be supplied to all registered advisors of BTWC Ltd.

This, together 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.

Training can be provided by BTWC Ltd, their staff have many years experience within the field of complete estate planning and preservation.

Simple Systems

As 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.

Professional written wills and legal documents

BTWC'S 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.

Non-regulated legal services

The 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.

Other legal services

We 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.

We 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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