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...
by BTWC Ltd | Jun 25, 2024 | Estate Planning, Estate Planning Insights
A Lasting Power of Attorney helps clients plan for the own welfare in the event of them becoming vulnerable or mentally incapacitated. In an era where personal autonomy and the right to make informed decisions about one’s health and welfare are paramount,...
by BTWC Ltd | Jun 10, 2024 | Estate Planning, Estate Planning Insights, Marketing
Once you’ve generated that client lead, it’s important to ensure that you’re maximising your opportunities as an estate planning consultant, by identifying other needs for your client. Here are 6 ways to maximise your profits and truly take care of your client. If you...
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...
