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Thank You For Subscribing To The Monthly Newsletter + Our Live Quarterly Updates

Thank you for joining the BTWC community of advisers and estate planners. After 25 years in the industry we pride ourselves on giving our all to everyone involved and the newsletter is no exception. Below you will find a couple of examples of recent newsletters, so you can get a feel for what to expect. If there is any subject you would like us to cover in the newsletter then let us know.

 

April 2024 Newsletter

In our April 2024 Newsletter we covered Wills for blended families, looked at what a "hotchpot clause" is and discussed our upcoming Associate Training course.

July 2024 Newsletter

In our July 2024 Newsletter we looked at Health & Welfare LPA vs Advanced Directives, shared tools to provide Estate Planning Services and examined what a forfeiture clause is in a will. 

What else can you expect from the Monthly Newsletter

In our monthly estate planning newsletter we share a number of topics including:

  • Estate Planning News - Industry news and views to give you an overview on what is happening in the sector.
  • Ask The Experts - Deep insights into a legal area of Estate Planning to give you a deeper understanding and knowledge to share with your clients.
  • Post of The Month - We share on of the most read blog posts from our insights blog.
  • Marketing Tips - Insights and ideas around your marketing and lead generation.
  • Event Invites - Exclusive invites to our live and online events.

We are passionate about making this the best industry newsletter available to the Estate Planning sector, and have listened to feedback from our members and subscribers to make it what it is today.

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.

Imran Rafiq

Financial Planner, Cartier Wealth

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...

Sally Hills

Office Manager, Capitol Manor Financial Advisors Ltd

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.

Keith Jayne

Estate Planning Consultant