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What Is Involved In Becoming An Estate Planning Consultant

by Richard Mawer | Mar 13, 2024

Amy Peters looks at what is involved in becoming an Estate Planning Consultant

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How To Avoid a Will Dispute
The future of family wealth management demands teamwork. Are you ready to lead the way?
Who can witness a Will?
Budget 2024 – The Impact on Estate Planning
Why a Flexible Life Interest Trust is an essential Estate Planning Tool

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By becoming a member of BTWC, or by referring business to us you automatically benefit directly from our association and accreditation with a number of key professional bodies in the sector.

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Beneficial Trust & Wills Company has been providing industry leading Estate Planning Solutions to the Financial sector since 1999. By Professionals For Professionals.

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Recent Posts

How To Avoid a Will Dispute

How To Avoid a Will Dispute

Creating a Will is a vital step in securing your clients legacy and ensuring that their wishes are honoured after they have passed away. However, even with the best of intentions, poorly planned or unclear wills can lead to disputes among families and beneficiaries...

The future of family wealth management demands teamwork. Are you ready to lead the way?

The future of family wealth management demands teamwork. Are you ready to lead the way?

The 2024 budget has underscored the growing importance of collaboration between financial advisers and estate planning professionals. With key changes in tax thresholds, exemptions and reliefs, family succession planning has never been more critical. Financial...

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