Insights Blog

Preparing for the 2027 Pension Reforms: Why Collaboration Between Financial Advisers and Estate Planning Specialists Matters

From April 2027, major changes to inheritance tax rules will transform the way pensions are treated on death. Discover how BTWC’s partnership with TFAS Compliance through the 2027 Ready Programme is helping financial advisers deliver joined-up estate planning solutions that protect clients, support Consumer Duty and prepare families for the future.

Estate Planning

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Wills

Lasting Powers Of Attorney

Trusts

Probate

The Importance of Children’s Trusts in Wills

Estate Planning, Trusts, Wills

Including a children’s trust within a will goes beyond a ‘basic will’ and ensures added protection and security for parents with younger children.

Why Regular Will Reviews Are Essential for Your Clients

Estate Planning, Lasting Powers of Attorney, Trusts, Wills

Regular Will reviews are just as important as having a Will in the first place – life doesn’t stand still and neither should a Will document which needs to reflect current circumstances.

Lasting Powers of Attorney – An Essential Element of Estate Plans

Estate Planning, Estate Planning Insights, Lasting Powers of Attorney

Wills often steal the spotlight in Estate Planning but an essential element that can be overlooked is that of Lasting Powers of Attorney.

Breaking New Ground – BTWC Director Awarded Chartered Paralegal Status

Estate Planning

Amy Peters of Beneficial Trust & Will Co awarded CILEX Chartered Paralegal status

2025 Review of the Wills Act 1837: What Professional Advisers Need to Know

Estate Planning, Estate Planning Case Law, Wills

The 2025 review of the Wills Act 1837 marks a pivotal moment in the modernization of UK succession law – but what does it mean for the professional adviser?

Appointing Guardians & Parental Responsibility

Estate Planning, Estate Planning Insights, Trusts, Wills

We often encounter less then straightforward family dynamics and structures that need to be carefully navigated. On occasion, the selection of guardians for minors can be a contentious subject when two parents are estranged or simply don’t agree – so where does parental responsibility fit with this?

Understanding the Differences – Mutual Wills and Mirror Wills

Estate Planning, Estate Planning Insights, Wills

A common source of confusion among clients is the difference between mutual wills and mirror wills. While both serve as estate planning tools for couples, they have distinct legal implications that can significantly impact your clients’ wishes. Here’s what you need to know.