Insights Blog
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
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HMRC reviews trusts and inheritance tax levels
HMRC have announced they have launched what has been described as the biggest review of trusts in...
Change to Probate fees – increase on IHT by stealth?
On 5th November, the Ministry of Justice provided on update on plans for new legislation to...
Why it’s important to understand who your ideal clients are
All too often when I speak with clients about their target customers I often get a generalised...
No thought towards the future
Capacity and the discussions taking place around capacity are becoming increasingly regular. With...
Law Commission Consultation on Wills – update
So the consultation by the Law Commission on Wills is progressing, with the view that the final...
BTWC shortlisted for two top industry awards
Beneficial Trust & Will Company Ltd (BTWC), are pleased to announce they are shortlisted for...
Why Estate Planning should be part of the conversation for all advisers
With an ageing population, a future inheritance value of more than £1.2trn over the next 30...
The BTWC Later Life Planning Conference
Beneficial Trust & Will Company Ltd (BTWC) are pleased to announce they are holding their...
The keys steps of Probate
Key steps of Probate Probate is the legal right to deal with someone’s possessions, property and...
5 steps to using social media effectively
Getting effective interaction on social media has three main basic requirements: Time A clear view...
Growing demand for Lasting Powers of Attorney’s
Since 1974 the number of people aged 75 or over has grown by 89% and they now make-up more than 8%...
What triggers your clients to need a Will?
How many of your clients are currently experiencing any of the following life changing scenarios?...
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