Insights Blog
Family Wealth Creation vs Family Wealth Preservation
As independent financial advisers (IFAs) and mortgage advisers, your role in guiding clients toward long-term financial success is crucial. Clients often focus on wealth creation—investments, property portfolios, and pension planning—but they may neglect the equally...
Subscribe
Estate Planning
Marketing
Wills
Lasting Powers Of Attorney
Trusts
Probate
The Only Sort of Bypass You Will Want
More often than not, most people have death-in-service benefits through their employment or death...
What Do The Rules of Intestacy Mean for Your Clients?
Do you have clients who can’t quite see the value in making a Will? Are you yourself up to date...
10 Questions You Should Ask Your Clients – Estate Planning
Often, we are asked how best to approach the subject of Estate Planning with clients - after all...
IHT Relief Rules – Potential Changes for Business Owners
The FT have reported that the government could consider imposing restrictions on a key tax relief...
Cameron’s Pledge To Cut Inheritance Tax
David Cameron & the Conservative Party have pledged to cut inheritance tax so it becomes a...
41 million wills available online for the first time
The wills of Charles Dickens, Winston Churchill, Alan Turing and Beatrix Potter are among millions...
BTWC Christmas Opening Hours 2014
The office will close for the Christmas period from 12.30pm on 23rd December and open again on...
Letter of Wishes – Providing Guidance
A letter of wishes is not intended to be legally binding but merely to offer guidance. To help...
The Autumn Statement – Multiple Pilot Trusts
The Treasury has abandoned its proposal to introduce a single inheritance tax (IHT) nil-rate band...
It’s almost December already!
Can you believe that 2014 will soon be drawing to a close and Christmas will be here once more? As...
Your Digital Legacy
Our sister site www.makemeawill.com, is pleased to be able to bring you news of our very latest...
The Ideal Modern Will Trust
A Flexible Life Interest Trust (FLIT) is often described as the ideal modern Will Trust as it...
Get in touch
Contact BTWC Today
Hillcroft Lodge, Hillcroft Business Park, Whisby Road, Lincoln, LN6 3QL