Online Modules - BTWC

To reflect our passion to raise standards within the Estate Planning sector and support professional advisers to deliver effective and appropriate will writing services, BTWC Ltd have launched a range of core online learning modules.

These easily accessible modules will help give you the foundation knowledge you need to offer BTWC products to your clients. Our online modules provide an affordable route to learning at a time to suit you.

When you sign up to a BTWC online learning module, you can expect to cover crucial aspects such as:

  • The Law of Succession
  • Key Roles within a Will
  • Different types of Trust & protecting client assets
  • Why make a Lasting Power of Attorney?
  • How does Probate work?

If you are a seasoned professional adviser seeking a knowledge refresh or a new entrant to the industry looking to develop a core understanding of the Will Writing sector, you will find the BTWC online learning modules an invaluable element of your professional toolkit.

Remember, we offer support every step of the way to ensure you have everything you need to service your clients’ needs from face-to-face training to free telephone support when you become a BTWC member.

  • Perfect for seasoned professionals
  • Ideal for new industry entrants
  • Affordable training
  • Easily accessible online
  • An invaluable element of your professional toolkit

Module 1 - Foundations of Will Writing

£45 + VAT

  • Definition of a valid Will
  • Rules of Intestacy
  • Key roles within a Will
  • Legacies
  • Exclusions
  • Attestation

Module 2 - Trusts, what you need to know

£55 + VAT

  • The definition of a Trust
  • Key parties to a Trust
  • Creation of a valid Trust
  • Different types of Trust
  • Trusts & Taxation

Module 3 - Lasting Powers of Attorney

£25 + VAT

  • What is a Lasting Power of Attorney
  • The different types of LPA's
  • Why make an LPA
  • Key roles
  • LPA Registration and the OPG
  • Enduring Powers of Attorney

Module 4 - Estate Administration & Probate

£40 + VAT

  • The immediate arrangements
  • Registering a death
  • Grant of Representation
  • Excepted Estates
  • Informing HMRC

Once you have purchased your chosen learning module(s) you will receive an email with your login details.

If you are looking for more in-depth training and support, simply become a member with us to offer the full breadth of services to your clients, and get our full support at every stage - growing your income along the way.