by BTWC Ltd | Mar 3, 2025 | Estate Planning
Having worked with professional advisers for many years, we always guide them that when supporting clients with their will writing needs, they will learn more about people than they ever thought possible A recent English County Court case highlighted just this and...
by BTWC Ltd | Mar 3, 2025 | Estate Planning
As independent financial advisers (IFAs) and mortgage advisers, your role in guiding clients toward long-term financial success is crucial. Clients often focus on wealth creation—investments, property portfolios, and pension planning—but they may neglect the equally...
by BTWC Ltd | Jan 30, 2025 | Digital Legacy, Estate Planning, Wills
What does estate planning have to do with cryptocurrency? As estate planners, we are accustomed to dealing with traditional assets such as property, savings, and investments. However, in the digital age, cryptocurrency is becoming an increasingly important part of...
by BTWC Ltd | Jan 6, 2025 | Estate Planning
Creating a Will is a vital step in securing your clients legacy and ensuring that their wishes are honoured after they have passed away. However, even with the best of intentions, poorly planned or unclear wills can lead to disputes among families and...
by BTWC Ltd | Nov 26, 2024 | Estate Planning
The 2024 budget has underscored the growing importance of collaboration between financial advisers and estate planning professionals. With key changes in tax thresholds, exemptions and reliefs, family succession planning has never been more critical. Financial...
by BTWC Ltd | Nov 21, 2024 | Estate Planning
Writing a will is an essential step in ensuring assets and wishes are handled according to a clients preferences after their death. A critical aspect of creating a legally valid will in the United Kingdom is having it properly witnessed. This blog outlines the rules...
