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...
by BTWC Ltd | Apr 30, 2025 | Estate Planning, Estate Planning Insights, Trusts, Wills
When working with clients, we often encounter less then straightforward family dynamics and structures that need to be carefully navigated. On occasion, the selection of guardians for minors can be a contentious subject when two parents are estranged or simply don’t...
by BTWC Ltd | Mar 31, 2025 | Estate Planning, Estate Planning Insights, Wills
As a professional adviser, you frequently guide clients through estate planning, helping them make informed decisions about their assets and the legacy they leave behind. A common source of confusion among clients is the difference between mutual wills and mirror...
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...
