We hold monthly Training workshops to cover all the main aspects of Wills and Estate Planning so you can quickly start to offer an Estate Planning service to your clients. We cover a range of topics, provide insight on identifying opportunities and outline the tools and support you will have access to.

On the day you  will get insight, learning and knowledge on

  • Will Writing & spotting client opportunities
  • Lasting Powers of Attorney and key considerations
  • Business protection and succession
  • Funeral Plans
  • Inheritance Tax Planning
  • Property and Lifetime Trusts

 

Plus the earning opportunity that is available to your business!

 

All of this information is given with your clients in mind and to  show you how you can start the conversation and engage with them. Once the workshop is complete, as a Member, you have full ongoing access to our support technical team to answer questions and help give advice on scenarios. Plus we then process the paperwork for you.

The workshop is not designed to give you the detail and then just leave you to do it!

 

From our meeting facilities in Lincoln straight-off the A46 you will gain all the key knowledge you need, plus you get an excellent hot lunch included.

Training is just £185 +VAT and is great value for money. Simply select your training date and proceed to payment.

If you would like to book Group Training for within your business then please give us a call on 01522 500823 or email us at enquiries@btwc.co.uk

Are you a BTWC member?

If you are a BTWC member then just call us to book your training and benefit from your member discount - 01522 500823