by BTWC Ltd | Jun 2, 2026 | Estate Planning
For many clients, creating a Will or Lasting Power of Attorney (LPA) feels like a one-time exercise. The documents are signed, stored safely away, and often forgotten about for years—sometimes decades. However, as estate planners, financial advisers, mortgage advisers...
by BTWC Ltd | Jun 1, 2026 | Estate Planning
Over the last 12 months, estate planning has continued to make headlines across the UK. From ongoing discussions around inheritance tax reform and pension planning to growing awareness of the importance of Lasting Powers of Attorney (LPAs), the message is becoming...
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 | Apr 1, 2026 | Estate Planning
At BTWC, we recognise the important role our partner advisers play in delivering high-quality estate planning outcomes for clients. Whether you are an estate planner, financial adviser, mortgage adviser or accountant, navigating complex family dynamics is often one of...
by BTWC Ltd | Mar 2, 2026 | Estate Planning
The MacDougall case is a dispute currently before the High Court and serves as a powerful reminder of the risks that can arise where Wills, lifetime gifting and Lasting Powers of Attorney (LPAs) intersect. In the case brought by Gary MacDougall, the court is...
by BTWC Ltd | Feb 1, 2026 | Estate Planning, Trusts, Wills
Trusts remain one of the most misunderstood areas of estate planning. For some clients, they are seen as overly complex, inflexible, or only relevant to the very wealthy. For others, they are viewed as a catch‑all solution. In reality, trusts are simply tools – and...
