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.
Subscribe
Estate Planning
Marketing
Wills
Lasting Powers Of Attorney
Trusts
Probate
Introduction to PETs and Gift Reservation of Benefits
In this article we look at the technical aspects of PETs and GROB, our next article will focus on...
Blended families and the importance of estate planning
It is becoming increasingly common for couples to marry with one or both parties having children...
Referrals – the opportunities from a Will (part 2)
So if you're writing a Will for a referred client, as part of the fact finding process it can...
Why referral marketing is vital to your business (part1)
A key challenge within the financial services, will writing or Estate planning world is to...
Why an LPA should be registered sooner rather than later
A Lasting Power of Attorney (LPA) must be registered in order for it to be valid and for the...
The importance for cohabiting couples to write their Will
Millions of couples who have chosen to avoid tying the knot are at risk of falling into complex...
The change to registering of Trusts
Trust registration requirements first appeared in 2017 when the UK adopted the terms of the 4th...
Leaving a gift to charity
According to research from Remember a Charity, leaving a legacy gift in a Will has now reached a...
Leaving Cryptocurrency in a Will
What is Cryptocurrency? Cryptocurrency is a digital payment system that allows you to hold the...
A Damaged Will – What are the Probate consquences?
Very often we advise clients who have made their Wills to ensure that their documents are stored...
The Residence Nil Rate Band – An Overview
Inheritance Tax can be a complicated area and whilst the Residence Nil Rate Band was introduced...
Can a Will be changed after death?
In the realm of estate planning and testamentary matters, the Last Will and Testament holds a...
Get in touch
Contact BTWC Today
Hillcroft Lodge, Hillcroft Business Park, Whisby Road, Lincoln, LN6 3QL