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...
by BTWC Ltd | Apr 22, 2024 | Estate Planning Insights, Wills
Writing wills for blended families is part of the modern tapestry of family life. Blended families where individuals with children from previous relationships come together to form new households. Crafting a will for a blended family requires thoughtful consideration...
by BTWC Ltd | Mar 25, 2024 | Estate Planning, Estate Planning Insights, Lasting Powers of Attorney
A business Lasting Power of Attorney allows your client to appoint someone they trust to make decisions concerning their business. It is important should they be unavailable or lack mental capacity. A business LPA is separate from their financial affairs LPA which...
