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  December Quarterly Workshop we will be covering:

• Looking ahead to 2027 & How BTWC can support you and your clients - training, resources and support.
• Lessons from Court - What we can learn from Will disputes & how to advise clients
• The 2026 Budget & Pension Reforms 2027 - Preparing for Changes Ahead

And our Guest Speaker;

• "Assisting Vulnerable Clients - Understanding Capacity, Supporting SEND Cases and Navigating the Care Landscape " (Ben Slater - MD & Principal Social Worker Nellie Supports).  A diagnosis, a care decision, a funding battle, a court application, a fight for the right school support. The Nellie Supports team are an independant practice of registered social workers providing the full breadth of social work including NHS Continuing Healthcare and care funding support, mental capacity assessments, Court of Protection evidence, expert witness reports, LPA Certificate Provider services and EHCP advocacy.  

• This session is designed to equip advisers with a clearer, more confident understanding of how clients can be supported with guidance on aspects such as:

  • Identifying vulnerable clients
  • Paying for care
  • The value of Independent Capacity Assessments
  • NHS Continuing Healthcare Funding
  • Support for deputies and attorneys

  Ideal for advisers looking to deepen their technical knowledge while maintaining practical, client-friendly conversations.

   

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

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!