Who are we?
Established since 1999, Beneficial Trust & Will Company (BTWC) was created by our Managing Director, Trevor Cross. As a senior financial services professional with nearly 40 years’ experience, Trevor identified the need in the industry for a professional and expert Will Writing service. Over the years BTWC has grown to provide a full range of Estate Planning products supported by a strong sense of quality service, educational support, and integrity. BTWC have a renowned reputation in the sector for supporting advisers and clients each step of the way.
We are proud to say we now have hundreds of members across the UK who use our services as part of their business offering. We also work with financial services networks and providers as part of their wider product portfolio and service.
We are now in our 21st year of business which is a great achievement and could not have been done without the support of all our members, partners and clients, to whom we are very thankful. The sector has had it's ups and downs with various challenges along the way, but our determination and belief in providing people with outstanding Later Life products has meant we have been able to succeed.
We have partnered with a number of trusted and expert partners including The Society of Will Writers, The Institute of Professional Will Writers, the Institute of Paralegals and Certainty the National Will Register. We are also proud to support partners such as the Armed Forces Covenant Pledge.
Have a look at our Accreditation page for more details.
With a proven record of a first class service and delivering to regulatory standards we understand the challenges, unique client requirements and queries that you may face, and our team are here to support you at any stage. We pride ourselves on our product and industry knowledge and we know that we can help you overcome almost any challenge.
We are delighted to have won 'Will Writing Firm of the Year (North & Midlands)' in the 2019 British Wills and Probate Awards. This is a prestigious award which is focused on acknowledging the hard work, contribution and commitment provided by businesses in the sector who help raise service standards and provide a trusted customer experience. The team are thrilled with this recognition.
You and your business will benefit from:
- Full back office support & document drafting
- Comprehensive support for the professional adviser
- Access to product support and marketing material
- Expert product knowledge
- A product delivered to the highest of standards
- Professional training
- Free Professional Indemnity Insurance up to £2m
- Free technical helpline
- A flexible approach to suit you
What our partners say...
“BTWC has been an established partner of our Firm for several years and we have found Trevor, Amy and their team to always provide a professional, friendly and excellent service. Providing a great customer experience is the main ethos of our Firm and it is refreshing to know that BTWC share the same values. We look forward to continuing to work with BTWC for the foreseeable future”
Rakash Mattu, Partner, Premier Solicitors