Product Guides
Are you looking for adviser product guides? You can download 14 product guides here to help you understand each product offering and how to explain it to your clients.
If you can’t find something you need then just contact the team on 01522 500823.
A Guide To Writing A Will
This is the BTWC Adviser's guide to Writing A Will. I also recorded a quick video on this too.
Lasting Powers of Attorney Guide
The BTWC Adviser's Guide to creating a Lasting Power of Attorney for a client. I also recoreded a quick video on this guide.
The Role Of A Guardian
What is the role of a guardian? Use our guide to understand what is required of a guardian and how to explain it to your clients.
The Role of An Executor
In this guide we look at the role of an executor and what it means to your clients. I also recorded a quick video on this for you.
The Role of Trustees
In this guide we look in detail at the role of Trustees, this will allow you to explain this to your clients.
Asset Preservation Trust
The Asset Preservation Trust is a lifetime trust, there are two types and this guide will help you understand each. I also talk about it in this video.
Children's Trust
In this guide to Children's Trusts we cover everything you need to know to advise your clients.
Disabled Discretionary Trust
Here is the BTWC guide to Disabled Descretionary Trusts. I have also recorded a quick video on this important type of trust.
Estate Admin Services
A guide to Estate Admin Services and also a quick video to help you.
Flexible Life Interest Trust
A guide to a Flexible Life Interest Trust or FLIT and how to use them for your clients. I also recorded a quick video.
Family Settlement Asset Trust
Here is the BTWC guide to Family Settlement Asset Trust (FSAT). I have also recorded a quick video on this type of trust.
Business Planning
You will come across clients who are business owners and want advice on how to plan for their business affairs. This guide covers advice to give to business owners.
Guide To A Property Devise
A property devise can be included in a Will when someone is "gifting" a property. This guide will show you how it works.
Property Trust
Here is the BTWC guide to setting up a Property Trust, when you would use it and how to do it. I also recorded a video for you.
Have a question? Call us on 01522 500823 or email enquiries@btwc.co.uk
Online Training Modules
Have a question? Call us on 01522 500823 or email enquiries@btwc.co.uk
Instruction Forms
Are you looking for instruction forms, questionnaires and terms of business. You can download and use them all here.
Training Resources
Are you looking for training resources and videos, to help you learn more about estate planning.
Marketing Resources
If you are looking for help and support with your marketing and lead generation plus our client product guides you will find them here.
Product Guides
Are you looking for adviser product guides? You can download 12 product guides here to help you understand each product offering and how to explain it to your clients.
Video Content & Recordings
Are you looking for training resources and videos, to help you learn more about estate planning. You will also find recordings of the Quarterly Updates here.
Additional Resources
Any other additional membership resources will be under here. Check this area out before contacting the team.