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
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.
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
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.