Taking Instructions from clients – the basics

Taking Instructions from clients – the basics

When meeting with a client to discuss their estate planning requirements, it’s always useful to have a structure to the meeting and whilst the BTWC Instruction Form provides a solid format that you can follow, we thought it may be useful to provide a summary of the...
Assessing capacity for making a Will

Assessing capacity for making a Will

The number of people living with Dementia in the UK is projected to nearly double from 850,000 to 1.6 million by 2040, mainly due to an ageing population (according to Dementia UK). Therefore, ensuring that the right tests and assessments are followed to establish...
The impact if a joint account holder loses capacity

The impact if a joint account holder loses capacity

It’s a common occurrence for individuals to have a joint bank account with a spouse, partner or adult child. This arrangement provides easy access for both parties to manage joint expenditure such as household bills. But there is a general misconception that when one...
Time is of the essence for LPAs

Time is of the essence for LPAs

Up to the beginning of March 2019 approx 154,600 Lasting Power of Attorney registrations have been made in the UK, according to the gov.uk LPA registration section. That means an average of 77,000 people per month are seeking ways of registering for an LPA and quite...
No thought towards the future

No thought towards the future

Capacity and the discussions taking place around capacity are becoming increasingly regular. With a population that has been ageing for a number of years, it is now starting to become apparent that as dementia has increased, added to other health issues, capacity and...