New partnership with Once I’ve Gone

BTWC are delighted to announce our new partnership with Once I've Gone (OIG) for an enhanced document safe custody solution. By partnering with OIG BTWC members can provide clients with a fully rounded document storage offering, enabling clients to not only safely...

BTWC are corporate members of Institute of Paralegals

We are delighted to announce we have been accepted as corporate members of the Institute of Paralegals (IoP). As a professional membership body, the IoP has a shared purpose of providing professional legal services. The IoP is the leading authority on the development...

Cut through the misconceptions of LPAs

We’re currently living through a pandemic when the future does not look as clear to see as we previously thought. At a time when families should be planning for their future protection, according to research by the Society of Trust and Estate Practitioners (STEP) then...

Now is the time to tap into your existing client base

As an Estate Planner, Financial Adviser or Broker, your existing client base is vitally important at the moment. Your clients are more valuable to you than you may think….   Why are your current clients so valuable? Sometimes, it’s so easy to get caught up in the...

Visiting clients at home during COVID-19

The first stage of lifting lockdown has stipulated that if you cannot work from home then you can go to work. Many advisers, brokers and Will Writers will be lucky that they can work from home, but there are likely to be scenarios when you do need to visit a client in...

How to market your business during lockdown

As a financial adviser, will writer or estate planner, it can maybe seem a bit difficult at the moment to market your business without it seeming a little inappropriate or bad timing.   Your client knowledge Sensitivity is required, but the most important thing for...

Why DIY Wills may not give your clients what they need

There are pros and cons to everything, and what’s right for one person does not always suit another. Wills are no different. Over recent weeks there has been a rise in the number of people seeking advice on making a Will and looking at where to go to or who to ask for...

Getting a Will signed during social distancing

Many of us are all now adapting to the Government's guidance of working from home as much as possible. A unique challenge you may have is how to continue taking instructions for Wills within the parameters of social distancing and self-isolation. I’m sure you will...