Award-winning estate planning support for Independent Financial Advisers
FREE GUIDE FOR INDEPENDENT FINANCIAL ADVISERS
Protect the Wealth You Help Your Clients Build
Download The Independent Financial Adviser’s Guide to Estate Planning and discover how to identify important protection gaps, raise the right questions and connect clients with specialist support - without becoming a legal expert or adding unnecessary complexity to your business.
Your clients already trust you with their investments, pensions and retirement plans. But the conversations that matter most often go further:
- What happens to their wealth when they die?
- Is their family properly protected?
- Are their Will, Lasting Powers of Attorney and beneficiary nominations still up to date?
- How could future inheritance tax changes affect the legacy they want to leave?
This practical guide shows you how estate planning can fit naturally into the advice conversations you are already having.
Inside the guide, you will discover how to:
- Recognise the moments when estate planning should be discussed.
- Identify gaps without stepping outside your professional role.
- Introduce specialist support safely and confidently.
- Strengthen client relationships across generations.
- Start simply, without adding unnecessary workload.
Why Estate Planning Belongs In The Advice Conversation
Watch the video above, in which Amy Peters, Director of Beneficial Trust & Will Company and IPW Will Writer of the Year 2023, explains why estate planning is becoming an increasingly important part of joined-up financial advice.
In this short video, Amy explains:
- Why estate planning conversations naturally arise during financial planning
- How estate planning can support stronger, more complete client outcomes
- Why advisers do not need to become legal experts
- How to introduce estate planning without changing your existing role
- What you will learn when you download the guide
Clients are already thinking about what happens next. They just rarely get prompted to act. Introducing estate planning does not mean changing your role. It simply means recognising when a wider need exists and signposting appropriately.
When handled correctly, this strengthens your advice, not complicates it.
Your Clients' Financial and Estate Planning Needs Are Becoming Increasingly Connected
Family structures, business ownership, retirement decisions, beneficiary nominations and inheritance tax planning can all affect whether the wealth you have helped clients build ultimately reaches the people they intended.
From 6th April 2027, most unused pension funds and pension death benefits are due to be included within a deceased person’s estate for inheritance tax purposes. This makes joined-up conversations around pensions, beneficiaries and estate planning increasingly relevant.
You do not need to know every legal answer.
You simply need to recognise when an important question should be raised and know where your client can obtain the right specialist support.
Help Your Clients Protect More Than Their Portfolio
You have already helped your clients build and manage their wealth.
This guide will help you start the conversations that could protect that wealth, support their families and strengthen your relationship for the years ahead.
Download your free copy of The Independent Financial Adviser’s Guide to Estate Planning today.
I've had the pleasure of using the IPW Award Winning Will writing services delivered by Amy for a number of years now, and I can't speak highly enough of the outstanding support and expertise provided by Amy and the team at BTWC.
Imran Rafiq