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 you business, the client remains yours and your business has the opportunity to develop in new ways.

New business opportunities

We will help you identify new opportunities amongst your client base that Estate Planning can create and can help support in a range of client requirements, 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
  • Probate
  • 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:

Membership Options

You have three membership options to select from, depending on your business and your future goals:

Become a BTWC Associate

One-off payment of £199 + vat or £25 + vat per mth for 10 mths

For Financial Advisers looking to support your product portfolio with value added products and services and provide a rounded offering to your clients, and you keep full control.

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Become a BTWC Estate Planning Consultant

Upfront payment of £1,495 + vat 

For those looking to establish a new business on their own terms, supported by BTWC service team, training and full product and marketing resource.

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Become a BTWC Introducer

Register to join

Looking to expand your product offering but don’t have the time to do the training and take the instructions? Introduce to BTWC, we do the hard work and the client remains yours.

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