Register Your Spot On This Exclusive Julian Harris Advisers - 1 Hour CPD Workshop - Thursday 27th February 2025 @10am
We are proud to be running this exclusive Julian Harris 1 Hour CPD Workshop focused on family wealth preservation. Hosted by Amy Peters MBA MIPW STEP Aff, Director of Beneficial Trust & Will Company and current IPW Will Writer of The Year.
The workshop will be covering family wealth preservation topics such as the new Inheritance Tax rules, the latest Estate Planning Case Law updates and compliance with the Consumer Duty Regulations. Amy will also be sharing how to drive client loyalty, easy ways to increase profits and tactics for creating new opportunities by leveraging Estate Planning services in 2025.
What you can expect from the 1 Hr CPD Workshop
The 1 hour workshop will focus on a number of key areas of family wealth preservation and Estate Planning, to help you advise your clients:
- Inheritance Tax Update - Amy will share ways to get ready to protect your clients from the impact of the new Inheritance Tax provisions.
- Consumer Duty Regulations - How to use Estate Planning services to expand your value and client offering to comply with the Consumer Duty Regulations.
- Case Law Updates - Amy will explain the latest Estate Planning Case Law and share case studies for you to use with your clients.
- Simple Ways To Use Estate Planning Services - How to use Estate Planning to easily drive new leads for your other financial services and increase profits in your business.
Everyone who registers for the event will also receive a copy of the slide deck, a copy of the BTWC Monthly Estate Planning Newsletter and an exclusive invite to a live Advisers Quarterly Update.
Simply fill in your details below to register for this workshop on Thursday 27th February 2025 @10am - Registration will also guarantee a copy of the slides, subscribe you to the UK's leading Estate Planning Newsletter and secure an invite to a live Quarterly Update.
I've had the pleasure of using the IPW Award Winning Will writing services delivered by Amy for a number of years now, and I can't speak highly enough of the outstanding support and expertise provided by Amy and the team at BTWC.
I have been using the will writing services of BTWC Ltd since 2003 to support the financial advice given by 3 advisers to their clients in Bedfordshire. When I first started I thought I would never be able to understand all the different products and services available to suit their client’s individual circumstances but the friendly technical support and ongoing training that BTWC Ltd have offered me over the years has been second to none and because nothing is too much trouble for them...
As a financial adviser who has worked with BTWC for the past 20 years, all I can say is the service provided by Trevor and Amy is unbeatable. When companies expand they have a tendency to lose the personal touch with their clients and advisers (I know as I was unlucky enough to work with one). But this hasn’t happened with BTWC, in fact, it’s quite the reverse.