Insights Blog
LPAs, Lifetime Gifts and Litigation: A Cautionary Tale for Advisers (The MacDougall Court Case)
The MacDougall case is a lesson in Lasting Powers of Attorney, Lifetime Gifts and Litigation that serves as a cautionary tale for all.
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Estate Planning
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Wills
Lasting Powers Of Attorney
Trusts
Probate
Lasting Powers of Attorney: Health & Welfare vs Advanced Directives
A Lasting Power of Attorney helps clients plan for the own welfare in the event of them becoming...
10 Lead Generation Ideas For Estate Planners
As with any business, your ability to generate a predictable stream of leads and enquiries is...
Opportunities As An Estate Planning Consultant: 6 Ways To Maximise Them
Once you’ve generated that client lead, it’s important to ensure that you’re maximising your...
Options for becoming an Estate Planning Consultant: What are they?
When you first start looking at your options for becoming and estate planning consultant, it can...
Wills for Blended Families
Writing wills for blended families is part of the modern tapestry of family life. Blended families...
What is a Business Lasting Power of Attorney?
A business Lasting Power of Attorney allows your client to appoint someone they trust to make...
What is involved in becoming an Estate Planning Consultant
Estate Planning and Will writing is a critical aspect of financial and legacy planning that can...
Can a Will be changed after death?
In the realm of estate planning and testamentary matters, the Last Will and Testament holds a...
Commonly seen disputes regarding Wills
Disputes involving wills, trusts and estates have been on the rise over the years, with the...
How your clients can lessen the impact of IHT
An inheritance tax bill is becoming a threat for more and more families amid soaring house prices...
BTWC Director named IPW ‘Willwriter of the Year 2023’
Beneficial Trust & Will Co are delighted to announce that their Director, Amy Peters, has been...
Gaining will writing leads through social media
What are social media leads? Social media leads are potential future customers. Any time you...
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