Illott v Mitson Court Ruling – Upholding Testators Wishes

The widely reported Illott v Mitson case this week reached a final conclusion at the Supreme Court after a 10 year battle between three animal charities and a daughter excluded from her mothers £500,000 will. Heather Illott’s mother Milita Jackson left most of her estate to charities

9 Reasons Why Not to Make a Will or Plan Your Own Funeral

Whilst making a Will is a fundamental part of planning for our futures, sometimes taking a humorous view supports clients to understand the consequences of not taking any action. One of our fantastic consultants came up with the below to help raise a smile about the reasons people giv

Planning for Life & Death

The Citizens Advice Bureau has recently reported that the number of enquiries about people who have died without making a will has more than doubled over the last 5 years. According to a YouGov survey two thirds of the British adult population do not have a will. Queries regarding int

Probate Death Fees Set to Increase

The BBC has this week reported that the Ministry of Justice are proposing an increase in probate death fees to as much as £20,000 for those with large estates. Currently, fees are fixed at either £155 or £215 and under the new proposals it is suggested that most people will pay less.

Lasting Power of Attorney? I’ll Organise it When I Need to

Our legal team have been considering the experiences of many clients who request support to obtain Deputyship over their loved ones property and financial affairs. Often they say that they wished they had acted sooner, and made the appropriate arrangements prior to the loss of mental

Increase your Prospects with Estate Planning & Will Writing

The facts and figures around Estate Planning and Will Writing are well documented but lets remind ourselves that; - 73% of the UK population do not have a Will - By 2018 it is estimated that over £6 billion will be generated from IHT - The average 'cost of dying' i.e. funerals, estate

New Inheritance Tax Limit – What does it mean for you?

The Telegraph has reported this week that thousands of families may need to review their wills if they want to benefit for the Governments new inheritance tax allowance. It is stated that homes left to children through a discretionary trust will not benefit from the Family Home Allowa

New Funeral Plan Products Launched

BTWC Ltd can support you in providing a comprehensive range of National Federation of Funeral Directors (NFFD) approved funeral plans to your clients and now 2 brand new products are available from 1st May 2015. Topaz Plan - £1,995 Excluding the Direct Cremation option, the Topaz is n

Happy Easter from Beneficial Trust & Will Co Ltd

Wishing you all a very Happy Easter! BTWC Ltd will close for the Easter Break at 5pm on Thursday 2nd April The office will re-open on Tuesday 7th April at 9am Please direct any urgent queries to enquiries@btwc.co.uk or call 07761 745654 during this period. Best Wishes The BTWC Team

The Autumn Statement – Multiple Pilot Trusts

The Treasury has abandoned its proposal to introduce a single inheritance tax (IHT) nil-rate band (NRB) to be divided between all of an individual settlor’s trusts. The proposal was published in June this year, as part of a package advertised by HM Revenue and Customs as simplifying t