by BTWC Ltd | Jan 6, 2025 | Estate Planning
Creating a Will is a vital step in securing your clients legacy and ensuring that their wishes are honoured after they have passed away. However, even with the best of intentions, poorly planned or unclear wills can lead to disputes among families and beneficiaries...
by BTWC Ltd | Nov 26, 2024 | Estate Planning
The 2024 budget has underscored the growing importance of collaboration between financial advisers and estate planning professionals. With key changes in tax thresholds, exemptions and reliefs, family succession planning has never been more critical. Financial...
by BTWC Ltd | Nov 21, 2024 | Estate Planning
Writing a will is an essential step in ensuring assets and wishes are handled according to a clients preferences after their death. A critical aspect of creating a legally valid will in the United Kingdom is having it properly witnessed. This blog outlines the rules...
by BTWC Ltd | Nov 3, 2024 | Estate Planning, Trusts, Wills
The UK’s Autumn Budget 2024 introduced several key changes which may impact individual estate planning strategies, particularly due to modifications to inheritance tax (IHT), business and agricultural relief, AIM shares and pensions. Here we look at some of the key...
by BTWC Ltd | Sep 12, 2024 | Estate Planning, Trusts
Incorporating a Flexible Life Interest Trust (FLIT) into a will can offer powerful advantages for managing and protecting assets whilst providing for loved ones after a person has passed away. In this post we’ll explore why a FLIT is an essential part of a modern...
