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...
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 Richard Mawer | Jun 19, 2024 | Estate Planning, Marketing
As with any business, your ability to generate a predictable stream of leads and enquiries is critical to your continued growth and increasing revenue streams. I am going to share 10 lead generation ideas for estate planners that will help you build out some reliable...
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...
