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...
by BTWC Ltd | Nov 3, 2024 | Estate Planning, Trusts, Wills
The UK’s Autumn Budget 2024 introduced several key changes which may impact individual estate planning strategies, particularly due to modifications to inheritance tax (IHT), business and agricultural relief, AIM shares and pensions. Here we look at some of the key...
by BTWC Ltd | Sep 12, 2024 | Estate Planning, Trusts
Incorporating a Flexible Life Interest Trust (FLIT) into a will can offer powerful advantages for managing and protecting assets whilst providing for loved ones after a person has passed away. In this post we’ll explore why a FLIT is an essential part of a modern...
by BTWC Ltd | Aug 23, 2024 | Estate Planning, Wills
As we find ourselves in the hands of a new Labour government, speculation is certainly rife as to their plans regarding Inheritance Tax, Capital Gains Tax, business property relief and more. Whilst we wait with eager anticipation for the Autumn Statement, it may be...
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...
