We are proud to provide our Estate Planning Adviser Quarterly Update & Workshop for our members, associates and partners. We also invite you to register and join us, even if you are not currently working with BTWC.

These updates are designed to keep you fully up dated on the legal aspects of Estate Planning, plus we invite a special guest to many of the update sessions, to share expertise and insight on subjects such as marketing, social media, lead generation, client acquisition and compliance. Best of all - they are totally free!

We look forward to seeing you at the next update. Simply fill in the form down the page to register.

In the first new look Summer Quarterly Workshop we will be covering:

• Overview of The 2025 Law Commission Review of the Wills Act 1837
• Assessing testamentary capacity within the framework of the Mental Capacity Act 2005
• Proposals to facilitate legal acceptance of the electronic signing of Wills
• Evidencing undue influence and fraud
• Proposed abolition of automatic revocation of wills through marriage
• Lowering the age for making a Will
• Guest Speaker - Michael Budden LLB CTA. Michael began his career as a solicitor and then qualified as a chartered tax adviser at a big 4 firm. He designs and delivers tax and law courses across the UK and provides tax advisory services. During his engaging session Michael will be discussing recent changes to Inheritance Tax, including Business Property Relief (BPR). Key life events that trigger the need for pro-active advice. Common pitfalls and opportunities to help clients protect and preserve wealth across generations. How to position yourself as a trusted adviser through periods of tax change.

Don't forget - We will send out a PDF copy of all slides and also bonus content to everyone who registers for the event.

You can also email us on enquiries@btwc.co.uk or call us on 01522 500823.  Spaces are limited to 50 attendees at each event and fill up fast, so don't miss out on this opportunity!