Our services for you
Beneficial Trust & Will Company offer a range of Will Writing and Estate Planning services available for financial advisers to integrate into their existing product portfolios.
From Simple Wills, Lasting Power of Attorney's, and Inheritance Tax planning through to Asset Protection Trusts, we provide expert support in all aspects of Estate Planning. With different membership levels you could also get access to literature and the tools you need to grow your business even further.
Why become a BTWC member?
By becoming a member with BTWC you get access to a wealth of educational resources, training, marketing resource and support to help grow your business. It’s quick and easy to become a member, and you get access to all the materials you need to start providing Will Writing and Estate Planning to your clients.
We provide training workshops alongside the opportunity to become a member of the IPW (Institute of Professional Willwriters).
Plus it’s flexible – so if you just want to offer Wills and nothing more then we will support you, or if you wish to enhance the offering further then we will provide guidance at every stage. We provide the assistance to suit your business, the client remains yours and your business has the opportunity to develop in new ways.
New business opportunities
We work with you to identify new opportunities amongst your client base that Estate Planning services can help provide for, plus we can support in a range of client requirements regarding estate planning, no matter how complex. We work with hundreds of advisers all over the UK and understand the many different client needs you have to consider - we can help you strengthen your client relationships by providing products that will add value to your business and generate income opportunities.
Our product range includes:
- Simple Wills through to Complex Wills
- Specialist Will Trusts (such as Protective Trusts)
- Lasting Powers of Attorney (LPA)
- Inheritance Tax Planning
- Asset Protection Trusts
- Estate administration
- 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 workshops 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!
Accredited by and members of:
You have three membership options to select from, depending on your business and your future goals:
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