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New partnership with Once I’ve Gone

New partnership with Once I’ve Gone

BTWC are delighted to announce our new partnership with Once I've Gone (OIG) for an enhanced document safe custody solution. By partnering with OIG BTWC members can provide clients with a fully rounded document storage offering, enabling clients to not only safely...
Cut through the misconceptions of LPAs

Cut through the misconceptions of LPAs

We’re currently living through a pandemic when the future does not look as clear to see as we previously thought. At a time when families should be planning for their future protection, according to research by the Society of Trust and Estate Practitioners (STEP) then...
Why DIY Wills may not give your clients what they need

Why DIY Wills may not give your clients what they need

There are pros and cons to everything, and what’s right for one person does not always suit another. Wills are no different. Over recent weeks there has been a rise in the number of people seeking advice on making a Will and looking at where to go to or who to ask for...
Getting a Will signed during social distancing

Getting a Will signed during social distancing

Many of us are all now adapting to the Government's guidance of working from home as much as possible. A unique challenge you may have is how to continue taking instructions for Wills within the parameters of social distancing and self-isolation. I’m sure you will...
Taking client instructions remotely

Taking client instructions remotely

When meeting with a client to take instructions for a Will, there are some key considerations you should be making. This doesn’t matter whether you are taking instructions in person, by telephone or by other remote methods such as video call.   First and foremost...
Considerations for Charitable Gifts in a Will

Considerations for Charitable Gifts in a Will

Every year in the UK, people leave approximately £2.8 billion in charitable donations within their Wills. Donations such as these are the largest single source of voluntary income to the charity sector and are therefore incredibly important, many charities would not...