Beneficial Trust & Will Company Ltd (BTWC) are pleased to announce they are holding their Later Life Planning Conference on 18th Sept.
This dedicated conference will be focusing on Later Life Planning for financial professionals and those in legal services. The keynote speakers will be providing the latest insight into topics relevant to ensuring your clients have the right plans in place for later in life.
Later Life Planning is becoming an increasingly essential part of client requirements. With an aging population, ongoing changes to pensions and complex estate scenarios, then being equipped with the right knowledge of how to either support clients, or who to refer them to, is essential for full client service – and a happy client!
BTWC believe that Estate Planning, and a range of services for Later in Life go hand in hand, and support each other for a holistic client approach. With this in mind they have partnered with key industry leaders who are experts in their fields, providing guidance and insight into the latest developments in each of their areas and how to support your clients and grow business.
This FREE event will feature the following topics and speakers:
- The Law Commission Consultation on Wills 2017 - what does it mean? (BTWC)
- The funeral sector & the regulatory landscape (BTWC)
- Probate & Estate Admin (Premier Solicitors)
- Pension Transfers (Tuto)
- IHT and Tax (Lincs PCS)
- Targeting your Marketing (Hello Marketing)
BTWC’s Head of Operations, Amy Peters, comments “We are proud of the relationships we have with our partner businesses, and felt this event was the perfect opportunity to provide insight and support for the Estate Planning sector, and financial professionals. The intention is for attendees to leave the event with new knowledge, new contacts and advice on creating and spotting new opportunities for their business. The interest so far has been fantastic and our partners have been incredibly supportive. We’re looking forward to meeting and chatting with all attendees, it set to be a great event.”
Come meet us, listen to our speakers and get to know more about our approach to the Estate Planning sector and how we look to support it through events such as this.