Generational Wealth and the importance of effective Estate Planning

Over the next 30 years it is predicted that a generational wealth of an estimated £5.5 trillion will be transferred between generations. There is now the expectation that current generations will receive an inheritance of some type in the future, with almost a third...

2019 Will Writers of the Year nomination

For the second year running Beneficial Trust & Will Company Ltd (BTWC), are pleased to announce they are shortlisted for an industry leading national award. We are delighted to announce we have been shortlisted in the British Wills and Probate Awards 2019 for Will...

Why email marketing is an effective business tool

Why should you consider email marketing? Firstly you will no doubt have a client base. It’s also very possible that you provide more than one product or service, thirdly it’s highly likely your clients (at some stage) will need those additional products or services...

A nation under prepared?

It seems that as a nation we are woefully under prepared for our future, particularly when it comes to later in retirement and potential social care. It’s not something we like to consider and we think we have time to plan for. But amongst you client base, how many of...

Regulation of Funeral Plans – update

In June 2018, the government called for a review of the pre-paid funeral plan marketplace following concerns regarding consumer detriment. There was an initial policy proposal to bring all funeral plan providers under the Financial Conduct Authority (FCA). The...

Your guide to Property Protection Trusts

A property protection trust is designed to help clients protect their share in a property in the future. Typically, when a couple owns a house together and one partner dies, their share passes to the surviving spouse or partner. Whilst this would appear practical,...

BTWC expand Funeral Plan range with Rest Assured partnership

BTWC are pleased to announce the further expansion of its Funeral Plan range by partnering with ‘Rest Assured’. Rest Assured Funeral Plans are an established funeral plan provider with a focus on delivering outstanding customer service. With four main plans to choose...

Time is of the essence for LPAs

Up to the beginning of March 2019 approx 154,600 Lasting Power of Attorney registrations have been made in the UK, according to the gov.uk LPA registration section. That means an average of 77,000 people per month are seeking ways of registering for an LPA and quite...