8 factors to consider for GDPR

        As an IFA, broker or Estate Planner you may not have really considered General Data Protection Regulation (GDPR) so far (implemented on 25th May 2018). But it’s important to have an awareness of what’s involved so you can make changes if you need to do so.

Is a Family Settlement Trust an option for your clients?

        This best practice is adhered to by many professionals in the industry, but it is becoming more common for a local authority to challenge a trust on the grounds of ‘deliberate deprivation of assets’ and succeed in getting them overturned. That’s why it’s cr

Cohabitation and inheritance rights

        Whilst there is an increase in the number of people who decide to co-habit together, the understanding of what happens to property and assets if one partner dies is still misunderstood. If you have a client who lives with their partner and they have decided

Lasting Power of Attorney – The role of the Attorney

If you are providing a Lasting Power of Attorney (LPA) service to a client (who will be the Donor), then it’s important they and whomever they choose as Attorney(s) fully understand the role. The role of an Attorney could vary greatly and it’s essential that before agreeing, all aspec

Why a Property Protection Trust could be an option for your clients

The priority for most of us when we die, is to ensure that our loved ones inherit from us, and that our assets pass safely to them, without risk of being lost. This may not always be as simple as we would wish. Assets may be ‘lost’ in a number of ways; one of which might be to pay for

Is a Family Settlement Asset Trust the Right Solution For You?

Many of you will have seen the recent article from the BBC regarding the use of Trusts for the primary reason of avoiding care fees. This relates to a particular company actively promoting a specific type of trust advertised explicitly for the avoidance of care fees. As experienced an

Illott v Mitson Court Ruling – Upholding Testators Wishes

The widely reported Illott v Mitson case this week reached a final conclusion at the Supreme Court after a 10 year battle between three animal charities and a daughter excluded from her mothers £500,000 will. Heather Illott’s mother Milita Jackson left most of her estate to charities

We Live Together but We’re Not Married – What Rights Do We Have?

The 2014 ONS Government Survey calculated that whilst there are 22.5 million people living as a couple and married, there are a further 5.5 million people co-habitating but not married. More and more couples are choosing to live together and the laws for unmarried, cohabiting partners

Looking Ahead to 2017 with Beneficial Trust & Will Co

After a fantastic 2016 we're looking forward to what 2017 has in store and our continuing work with our great network of Financial Advisers and Estate Planning Consultants. We've seen all of our partners grow their businesses during the last year and we have a number of exciting updat

BTWC Christmas Office Hours

  Merry Christmas from the BTWC Team. Take a look at our Christmas Office hours and contact details during the festive period.