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...
How video calling can keep you in front of your clients

How video calling can keep you in front of your clients

As we enter a curious period in our history with the Coronavirus COVID 19 outbreak, we are all looking at how we can work differently to ensure we can help you provide certainty to clients during uncertain times. As face to face contact is currently being discouraged,...
2019 in review

2019 in review

So this year has been another fast-paced year with some exciting recognition as well as further achievements, partnerships  and growth. It's been 20 years! We have proudly celebrated 20 years in the industry and are one of the longest serving companies for Estate...
Will Writing Firm of the Year 2019 (Regional)

Will Writing Firm of the Year 2019 (Regional)

Beneficial Trust and Will Company are delighted to have won Will Writing Firm of the Year (North and Midlands) 2019 in the British Wills and Probate Awards held on 17th October.   These prestigious awards bring together firms and businesses from all over the UK who...