Referrals – the opportunities from a Will (part 2)

Referrals – the opportunities from a Will (part 2)

So if you're writing a Will for a referred client, as part of the fact finding process it can reveal a host of other opportunities for your services and clients!   For example: So you’ve secured a referral from a client to do their Executors wills. The executor may...
Social care fee proposal

Social care fee proposal

Before an individual can receive publicly funded adult social care they will be assessed to make sure their needs are high enough and their assets – for example, their savings or home – are low enough.   The Government has recently announced that from October 2023...
Prospecting without tears

Prospecting without tears

Does your business need: More income Easier prospecting No risks Free referrals No clawback   Do you want access to: Free indemnity cover Ongoing technical product support Regular email updates on sector changes and product knowledge Free zoom seminars Industry...
BTWC are corporate members of Institute of Paralegals

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...
Visiting clients at home during COVID-19

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...