7 tips for gaining traction with your business social media

Social media is viewed as a key tool to use for communication with existing and potential clients, and is an excellent medium for brand awareness. However, as beneficial as it can be, social media marketing can be very challenging, especially for small and mid-sized...

The questions to ask clients when discussing future plans and Wills

If you’re having a client review, you may well get the opportunity to discuss the need for a Will. To help guide you in the conversation we’ve pulled together the key information and questions to talk to a client about:   Did you know making a Will gives you control...

Proposal to increase Probate fees in 2022

The Ministry of Justice is looking to make probate fees more expensive, claiming that the current system operates at a loss and places an unfair burden on the taxpayer. A grant of probate is a document issued by the probate registry (part of the court service) which...

The impact if a joint account holder loses capacity

It’s a common occurrence for individuals to have a joint bank account with a spouse, partner or adult child. This arrangement provides easy access for both parties to manage joint expenditure such as household bills. But there is a general misconception that when one...

The role of a Trustee

When someone sets up a trust, they need to appoint people as trustees to manage the trust and its assets. The trust deed will usually include specific instructions about how to do this but there are some general legal duties that apply to the role as well. A trustee...

The opportunities in intergenerational wealth

It is anticipated that over the next decade more than £300bn could be passed from wealthy babyboomers to less financially secure millennials. With an ageing population and rising levels of wealth, the UK is set to see substantial growth in the number of inheritance...

Partnering with Golden Leaves

BTWC are pleased to announce our new partnership with leading Funeral Plan provider, Golden Leaves. Since pre-paid funeral planning was introduced to the UK in 1984, Golden Leaves Ltd have been at the forefront of providers. They were founding members of The National...

Meeting clients in lockdown

The following information has been put together by the Institute of Professional Willwriters to help provide guidance on meeting with clients in their homes during lockdown and the precautions you should take:   Before arranging the meeting: a) Confirm with your...

Your marketing MOT – 8 things to do before the end of the year

After the many challenges of this year, give your business a bit of love and do a marketing MOT before you get ready to kick start 2021 with a vengeance.....do the following 8 steps before the end of the year, your business will love you for it!   Check the content on...