Insights Blog
Preparing for the 2027 Pension Reforms: Why Collaboration Between Financial Advisers and Estate Planning Specialists Matters
From April 2027, major changes to inheritance tax rules will transform the way pensions are treated on death. Discover how BTWC’s partnership with TFAS Compliance through the 2027 Ready Programme is helping financial advisers deliver joined-up estate planning solutions that protect clients, support Consumer Duty and prepare families for the future.
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Estate Planning
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Wills
Lasting Powers Of Attorney
Trusts
Probate
How To Exclude Someone From a Will
Learn how to exclude someone from a Will using exclusion clauses, discretionary trusts and forfeiture clauses. A practical guide for estate planners, financial advisers and mortgage advisers from BTWC.
The Hidden Opportunity in Will and LPA Reviews
Discover why regular Will and Lasting Power of Attorney reviews create better client outcomes, strengthen adviser relationships and uncover valuable estate planning opportunities.
Wills, Lasting Powers of Attorney and Estate Planning: Why Recent Headlines Should Prompt Action
Over the last 12 months, estate planning has continued to make headlines across the UK. From...
The 2027 Pension Changes: What Every Estate Planner and Professional Adviser Needs to Know
From April 2027, most unused pension funds and death benefits will be brought within the scope of inheritance tax bringing them most significant shift in estate planning for a generation.
Managing Risk Factors in Estate Planning: Undue Influence and Fraudulent Calumny
Our friends at the Institute of Professional Willwriters have recently provided guidance around two key risk areas that continue to surface in client cases which are undue influence and fraudulent calumny. Understanding these concepts—and knowing how to identify potential warning signs—can help protect both your clients and your professional position.
LPAs, Lifetime Gifts and Litigation: A Cautionary Tale for Advisers (The MacDougall Court Case)
The MacDougall case is a lesson in Lasting Powers of Attorney, Lifetime Gifts and Litigation that serves as a cautionary tale for all.
Will Trusts vs Lifetime Trusts: A Practical Guide for Estate Planners
Will Trusts and Lifetime Trusts are a commonly misunderstood aspect of estate planning and we discuss the differences between will trusts and lifetime trusts.
2025: A Year of Change in Wills, Estate Planning & Inheritance Law
As 2025 draws to a close, the landscape for estate planners, will writers, financial advisers and mortgage brokers has seen several important developments.
What the 2025 Budget means for Estate planning & Wills
A number of the 2025 budget announcements are very relevant for clients Wills and Estate Planning strategies and now is a good moment for plans to be reviewed.
Supporting You with Probate Assistance
Our Probate Assistance service is designed to relieve the burden from clients to obtain a Grant of Representation after someone has passed away.
Autumn Budget 2025 – Whispers at Westminster
With the Autumn Budget scheduled for 26 November 2025, the whispering around Westminster is growing louder. For advisers and estate planners, the speculation isn’t just academic — any changes to inheritance, gift, trust or capital gains tax regimes could affect the work you do for clients
The Importance of Children’s Trusts in Wills
Including a children’s trust within a will goes beyond a ‘basic will’ and ensures added protection and security for parents with younger children.
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