by BTWC Ltd | May 5, 2026 | Estate Planning, Estate Planning Insights, Wills
For decades, the pension fund has been one of the most powerful tools in the professional advisers armoury. Sitting outside the estate for Inheritance Tax (IHT) purposes, an undrawn pension pot could pass to beneficiaries free of the 40% charge that applies to most...
by BTWC Ltd | Sep 30, 2025 | Estate Planning, Estate Planning Insights, Trusts, Wills
With the Autumn Budget scheduled for 26 November 2025, the whispering around Westminster is growing louder. For advisers and estate planners, the speculation isn’t just academic — any changes to inheritance, gift, trust or capital gains tax regimes could affect the...
by BTWC Ltd | Jul 28, 2025 | Estate Planning, Estate Planning Insights, Lasting Powers of Attorney
When financial advisers and estate planners talk about building a robust estate plan, Wills often steal the spotlight—but there’s another key component that’s often overlooked: Lasting Powers of Attorney (LPAs). LPAs are more than just a “nice-to-have”; they are...
by BTWC Ltd | Apr 30, 2025 | Estate Planning, Estate Planning Insights, Trusts, Wills
When working with clients, 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...
by BTWC Ltd | Mar 31, 2025 | Estate Planning, Estate Planning Insights, Wills
As a professional adviser, you frequently guide clients through estate planning, helping them make informed decisions about their assets and the legacy they leave behind. A common source of confusion among clients is the difference between mutual wills and mirror...
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...
