by BTWC Ltd | Jun 25, 2024 | Business Growth, Estate Planning, Estate Planning Insights
What are the tools you need to become an Estate planner now you’ve decided to provide Estate Planning services to your clients? It may feel dificult to know where to start and in this blog we explore the core elements you need in place to set your course and deliver...
by BTWC Ltd | May 16, 2024 | Business Growth, Estate Planning, Estate Planning Insights
When you first start looking at your options for becoming and estate planning consultant, it can seem a challenge to decide which one fits your circumstances, so we thought we would write a quick post to help you decide the best direction for you. We also recommend...
by Richard Mawer | Oct 1, 2023 | Business Growth
Beneficial Trust & Will Co are delighted to announce that their Director, Amy Peters, has been awarded the accolade of “Willwriter of the Year 2023” by the Institute of Professional Willwriters (IPW). The firm are absolutely thrilled that Amy’s dedication to her...
by Richard Mawer | Dec 14, 2022 | Business Growth
Although as a business it is important to look ahead, it can be very beneficial to look back at how your business has performed over the past year. Thinking about the goals your business set for 2022, be honest with yourself and ask if you have achieved them. ...
by Richard Mawer | Jun 15, 2022 | Business Growth
So if you're writing a Will for a referred client, as part of the fact finding process it can reveal a host of other opportunities for your services and clients! For example: So you’ve secured a referral from a client to do their Executors wills. The executor...
by Richard Mawer | Oct 30, 2021 | Business Growth
Before an individual can receive publicly funded adult social care they will be assessed to make sure their needs are high enough and their assets – for example, their savings or home – are low enough. The Government has recently announced that from October...
