What is involved in becoming an Estate Planning Consultant

What is involved in becoming an Estate Planning Consultant

Estate Planning and Will writing is a critical aspect of financial and legacy planning that can often be overlooked but should never be undervalued. It’s certainly a growing sector with clients becoming increasingly aware of the need for a Will or Lasting Power of...

Can a Will be changed after death?

Can a Will be changed after death?

In the realm of estate planning and testamentary matters, the Last Will and Testament holds a significant place. It's a document that dictates how a person's assets and possessions are to be distributed after their demise. However, the question arises: Can a will be...

Commonly seen disputes regarding Wills

Commonly seen disputes regarding Wills

Disputes involving wills, trusts and estates have been on the rise over the years, with the pandemic as a contributing factor and the rise in ‘DIY’ wills. There are a number of potential reasons which may explain why such claims are so frequent and on the rise. We...

How your clients can lessen the impact of IHT

How your clients can lessen the impact of IHT

An inheritance tax bill is becoming a threat for more and more families amid soaring house prices and the frozen inheritance tax threshold. While most people won’t be affected by the tax, inheritance tax receipts have been increasing year-on-year – with HMRC...

BTWC Director named IPW ‘Willwriter of the Year 2023’

BTWC Director named IPW ‘Willwriter of the Year 2023’

Beneficial Trust & Will Co are delighted to announce that their Director, Amy Peters, has been awarded the accolade of “Willwriter of the Year 2023” by the Institute of Professional Willwriters (IPW). The firm are absolutely thrilled that Amy’s dedication to her...

Gaining will writing leads through social media

Gaining will writing leads through social media

What are social media leads? Social media leads are potential future customers. Any time you collect information from a social media user that will allow you to follow up with them, you’ve got yourself a new lead.Whether it's their name, or maybe you’ve got an email...

Taking Instructions from clients – the basics

Taking Instructions from clients – the basics

When meeting with a client to discuss their estate planning requirements, it’s always useful to have a structure to the meeting and whilst the BTWC Instruction Form provides a solid format that you can follow, we thought it may be useful to provide a summary of the...

How a blog on your website can help your business

How a blog on your website can help your business

Want to grow your website traffic consistently, attract new customers, build loyalty with current customers, and become a brand leader in your space Discover the power of a blog. The benefits are endless. The goal is to continually add value by publishing informative,...