enquiries@btwc.co.uk

01522 500823

About BTWC

Services, Training & Support To Help You Grow A Profitable Estate Planning Business

Set Up

Training

Services

Support

Business Set Up

Marketing & Lead Generation Support

Industry Leading Professional Training

Full Back Office Support & Document Drafting

It does not matter if you are planning to add Estate Planning Services to your existing business, set up a completely new estate planning business or simply want to find a trusted partner to introduce your clients and their needs to. BTWC can take care of you and help you with every area of growing your business.

Amy Peters - Will Writer Of The Year 2023

Years in Business

Clients

Cases Managed

Award Winning Estate Planning Solutions Since 1999

A family run business for over 25 yrs, run by Trevor Cross and Amy Peters, IPW Will Writer of The Year. Dedicated to offering the very best Estate Planning services, training and support to financial advisers and estate planners. Experience the BTWC difference.

BTWC - Amy & Trevor

Experience The BTWC Difference

Pride In Everything We Do

After 25 years working in the Estate Planning industry, we understand how hard it can be to find someone you can trust, to work alongside as your trusted Estate Planner.

We pride ourselves on delivering cost-effective solutions for you, your advisers and your clients, in a helpful, human and holistic manner. Our team will work as an extension of your team to enable you to deliver a diverse range of estate planning services, including Wills, LPA's, Trusts and Probate Services to your clients, in a seamless manner.

Over the years have created a proven methodoloy called PRIDE, to deliver expert advice every time. The five principles of our pride methodology are:

  • Personalisation
  • Reputation
  • Information
  • Diversification
  • Education

If this approach is something you are looking for then please get in touch for an no obligation discussion about your needs. You can email , call or complete the form below.

Meet our team

Amy Peters - Beneficial Trust & Will Company

Amy Peters 

Director

Trevor Cross BTWC

Trevor Cross

Director

Kelly Clydesdale - Beneficial Trust & Will Company

Kelly Clydesdale

Business Support Manager

Lorraine Boardman - Beneficial Trust & Will Company

Lorraine Boardman

Business Support Admin

Carmen Cottingham - BTWC

Carmen Cottingham

Probate Case Manager

Michael Hart - Beneficial Trust & Will Company

Michael Hart

Will Writer

Richard Mawer

Head of Marketing

Contact The Team

(01522) 500823

Hillcroft Lodge, Hillcroft Business Park, Whisby Road, Lincoln, LN6 3QL