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...
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 | 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 | 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...
