Service overview

As a professional adviser, your clients are your business. By providing a complete estate planning service in association with BTWC, you can be assured of delivering a complete and comprehensive offering to your clients to order meet their current and future needs
  • We are the UK’s premier will writing and legal services company
  • We provide a first class bespoke service to professional financial advisers, mortgage brokers, insurance consultants and accountants
  • Our services are used by some of the UK’s largest financial services networks.
  • We take care of every technical aspect for you. Professional help every step of the way.
  • We supply a full range of products which cover every type of requirement in estate planning
  • Through us can ensure that your clients will pass on as much of their estate to their families as possible
  • A safe and secure archive facility.

 

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How Your Clients Benefit

  • Your clients will have the opportunity to select from a wide range of estate planning products and services.
  • With your help, your clients will become more efficient in protecting their own and their familys’ financial future.
  • Taking advantage of unique and professional advice delivered by you, your clients will receive a service they can trust and continue to use long into the future.
  • Your clients can benefit from our safe and secure storage facility for their documents with the BTWC Ltd Archive Facility.
  • Products are covered by our Professional Indemnity insurance to the value of £2 million per document.
  • Your clients achieve peace of mind, safe in knowledge that all their affairs are in order.

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How We Can Benefit You

  • BTWC can show you how your clients can preserve their assets and build their wealth.
  • We will provide you with the opportunity to improve your immediate annual income through an extremely competitive and transparent fee structure.
  • You can receive an ongoing income stream long into the future (renewal income).
  • Consolidate your client/adviser relationship for the future and keep the competition out.
  • Increase your business with the use of regulated and non-regulated products.
  • You will have access to up to date industry knowledge regarding wills, trust and estate planning advice.
  • Fully comprehensive training can be provided and tailored to meet your needs.
  • Free referrals – this is an opportunity to obtain quality referrals for nothing!
  • Regular newsletters and updates to keep you fully informed of industry and BTWC developments.
  • Free technical helpline for all members of BTWC Ltd.
  • Member access to our exclusive BTWC Ltd Will Instruction Program.
  • We guarantee that your clients stay yours.