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 | 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 | Jan 30, 2025 | Digital Legacy, Estate Planning, Wills
What does estate planning have to do with cryptocurrency? As estate planners, we are accustomed to dealing with traditional assets such as property, savings, and investments. However, in the digital age, cryptocurrency is becoming an increasingly important part of...
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...
