by BTWC Ltd | Sep 30, 2025 | Estate Planning, Estate Planning Insights, Trusts, Wills
With the Autumn Budget scheduled for 26 November 2025, the whispering around Westminster is growing louder. For advisers and estate planners, the speculation isn’t just academic — any changes to inheritance, gift, trust or capital gains tax regimes could affect the...
by BTWC Ltd | Sep 2, 2025 | Estate Planning, Trusts, Wills
When clients with young families write their wills, one of the most important considerations is how to protect their children should the worst happen. A simple gift “to my children” may seem straightforward—but without careful planning, it could result in...
by BTWC Ltd | Sep 2, 2025 | Estate Planning, Lasting Powers of Attorney, Trusts, Wills
For many clients, getting their will written feels like the “final step” in estate planning—job done, box ticked, and tucked away for decades. But as advisers know all too well, life doesn’t stand still. Families change, finances shift, and tax rules evolve. A will...
by BTWC Ltd | Jul 28, 2025 | Estate Planning, Estate Planning Insights, Lasting Powers of Attorney
When financial advisers and estate planners talk about building a robust estate plan, Wills often steal the spotlight—but there’s another key component that’s often overlooked: Lasting Powers of Attorney (LPAs). LPAs are more than just a “nice-to-have”; they are...
by BTWC Ltd | Jun 18, 2025 | Estate Planning
We are delighted to announce that Amy Peters, Director at Beneficial Trust and Will Company (BTWC), has become one of the first in the country to qualify and achieve the prestigious new title of CILEX Chartered Paralegal. This newly developed designation, awarded by...
by BTWC Ltd | Jun 2, 2025 | Estate Planning, Estate Planning Case Law, Wills
The Law Commission’s 2025 review of the Wills Act 1837 marks a pivotal moment in the modernization of UK succession law. As financial advisers, mortgage advisers, and professional estate planners, understanding the implications of this review is crucial to ensuring...
