About BTWC

Beneficial Trust and Will Company (BTWC) Ltd was established in 1999 by Trevor Cross, a senior financial services professional. After a number of years within the industry, Trevor identified the need for a will writing services provider with an ethos of strong product knowledge, integrity and professionalism. These core values have stood the test of time and as the business has grown over the years, this values based approach has built a solid business reputation. We provide:

Free no obligation personalised consultation

Comprehensive back office support for the professional adviser

A complete range of Estate Planning solutions, including:

  • Wills
  • Lasting Powers of Attorney
  • Trusts
  • Funeral Plans
  • Probate Services

Beneficial Trust and Will Company are long established full members of the The Society of Will Writers, the UK's leading will writing self-regulatory body. This allows our associates the opportunity to become an affiliated member of the Society should they wish to do so for a small annual fee. In addition, we have established business partnerships with large financial services organisations such as Julian Harris Financial Services. We also deal with a number of networks, independent financial advisers and mortgage brokers and our services are available to all professional advisers.

We are also proud to be the preferred provider for Will Writing Services for members of the Royal Air Forces Association.

All of our services are protected by professional indemnity cover up to £2 million per document and your clients' instructions will be managed by our professional will drafters who are fully accredited by the Society of Will Writers.

We are proud to be endorsed by & working with:

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Julian Harris

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RAFA

 

Contact us to find out how you can add Estate Planning services to your portfolio, just complete the form below or call us on 01522 500823.

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