Insights Blog
Managing Risk Factors in Estate Planning: Undue Influence and Fraudulent Calumny
Our friends at the Institute of Professional Willwriters have recently provided guidance around two key risk areas that continue to surface in client cases which are undue influence and fraudulent calumny. Understanding these concepts—and knowing how to identify potential warning signs—can help protect both your clients and your professional position.
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Wills
Lasting Powers Of Attorney
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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...
Taking Instructions from clients – the fundamentals
When meeting with a client to discuss their estate planning requirements, it’s always useful to...
The FCA Consumer Duty: Safeguarding your clients interests when writing a will
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How a blog on your website can help your business
Want to grow your website traffic consistently, attract new customers, build loyalty with current...
The revocation of a will after marriage
Marriage invalidates a Will, unless it was written in contemplation of the union. This means that...
What happens in probate when there is no will?
The process of probate is conducted after a person dies. Their property, money, financial affairs...
Who can witness a Will and Lasting Power of Attorney?
In England, the law states that anyone who is at least 18 years old and of sound mind can act as a...
Assessing capacity for making a Will
The number of people living with Dementia in the UK is projected to nearly double from 850,000 to...
Opportunities in estate planning
Estate Planning is seen to be a heavy subject that a lot of people tend to put off, it can seem...
Why keep a Will up to date?
According to a recent report from Quilter, 57% of people are still without a Will and other...
10 tips for email marketing to your clients
Email marketing is still a vital part of your customer communications. A lot of focus is given to...
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