Beneficial Trust & Will Company offer a range of estate planning services available for financial advisers to integrate into your product portfolios. From Simple Wills through to Asset Protection Trusts, we are experts in all aspects of Estate Planning and are here to support you. By becoming a member of BTWC you get access to a wide range of products as well as the training and support you require. We will help you identify new opportunities amongst your client base and can help support in a range of client requirements, no matter how complex. We work with advisers all over the UK and understand the many different client needs you may need to consider - we can strengthen your client relationships.
Our range of products include:
- Simple & Complex Wills
- Specialist Will Trusts (such as Protective Trusts)
- Asset Protection Trusts
- Estate Administration & Probate
- Lasting Powers of Attorney (LPA)
- Inheritance Tax Planning
- Advice for business owners (i.e. Business Trusts)
- Co-habitee planning
- Advanced Directives (Living Wills)
- Annual Safe Custody of documents (Storage)
- Guaranteed Funeral plans
- Digital Legacy Planning
Training & Support
We also provide Training days to provide in-depth guidance on Estate Planning products, the opportunities and how to integrate it into your portfolio of services, just have a look at our Training page to find out more!