enquiries@btwc.co.uk

01522 500823

Videos & Recordings

This area is for the sharing of useful video content and you will also find the recordings of our Quarterly Updates uploaded to here within a few days of each session. If you can’t find something you need then just contact the team on 01522 500823.

Members Videos

BTWC Members Client Instruction Forms

10 Ways To Generate Estate Planning Leads

In the Winter Quarterly Update in February 2024, we were joined by Richard Mawer to share his expertise on marketing and lead generation, focusing in on 10 ways to generate estate planning leads for your business, you can watch the full video here.

BTWC Members Client Instruction Forms

LinkedIn Lead Generation For Estate Planners

In the Autumn Quarterly Update in October 2024 - Richard Mawer returned to share tactics for generating leads through LinkedIn, you can watch the full video here.

Quarterly Update Recordings

Winter 2024 - February Quarterly Update

In the Winter Quarterly Update - February 2024 -  Amy gives a review of the Estate Planning Landscape, recapping 2023 and some of the changes to expect with: -

  • Predatory Marriage
  • Rules of Intestacy
  • Identifying Clients Requirements
  •  Power of Attorney Act 2023
  • Guest Speaker - Richard Mawer covered 10 Ways To Generate Estate Planning Leads (See Above)

Click below to download the slides.

Spring 2024 - May Quarterly Update

In the Spring Quarterly Update - May 2024 - We covered:

  • Common Reasons For Updating A Will
  • Estate Planning For Blended Families
  • Is Gifting The Family Home During Lifetime Wise?
  • Inheritance Tax Planning For Landlords with Guest Speaker - Dr Paul Hutchinson LLB (Hons), LLM (Wales), Ph.D, FIPW, F.Inst.Pa

Click below to download the slides.

Autumn 2024 - October Quarterly Update

In the Autumn Quarterly Update - October 2024 -  Amy gives a review of the Estate Planning Landscape including:

  • Power of Attorney Act 2023
  • Forfeiture Clauses
  • Guest Speaker - Ben Slater from Nellie Supports shares information on mental capacity assessments and when to use them.
  • Guest Speaker - Richard Mawer covered LinkedIn Lead Generation For Estate Planners (See Above)

Click below to download the slides.

Have a question? Call us on 01522 500823 or email enquiries@btwc.co.uk

Online Training Modules

BTWC Associate Academy CPD Training Course

Have a question? Call us on 01522 500823 or email enquiries@btwc.co.uk

BTWC Members Client Instruction Forms

Instruction Forms

Are you looking for instruction forms, questionnaires and terms of business. You can download and use them all here.

BTWC Members Client Instruction Forms

Training Resources

Are you looking for training resources and videos, to help you learn more about estate planning. 

BTWC Estate Planning Marketing & Lead Generation

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.

BTWC Product Guides

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.

BTWC Members Client Instruction Forms

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.

BTWC Additional Resources

Additional Resources

Any other additional membership resources will be under here. Check this area out before contacting the team.

Have a question? Call us on 01522 500823 or email enquiries@btwc.co.uk

Business forms

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BTWC Terms of Business

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BTWC Standing Order Form

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Partnership Agreement Form

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PI Registration Form

Client forms

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Client Identification Requirements

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Client Invoice Form

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Client Cohabitation Instruction Agreement

Sample Wills

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Sample Will - Single Will Only

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Sample Will - Part of Mirror Will

Regulatory Bodies

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IPW Making a Complaint

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Crag Rules