Beneficial Trust & Will Co Ltd

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Beneficial Trust & Will Co Ltd Supporting advisers to deliver estate planning with confidence. Wills, LPAs, Trusts, Probate support, Safe Custody and Back Office. Established over 20 years.

As a professional adviser, will writing and complete estate planning may be a valued service that you would like to offer to your clients. BTWC Ltd can support you in delivering this essential provision and with technical help and guidance readily available, we will ensure that you are able to offer your clients a wide range of products designed to meet their every need. Many people require support in navigating this complex and changing landscape and, working in association with BTWC, you can be assured of professional expertise every step of the way enabling you to guide your clients effectively. Perhaps you are already delivering will writing services to your clients? Then why not take full advantage of our complete range of estate planning products. Our comprehensive solutions cover every type of requirement in estate planning from simple wills to inheritance tax planning, discretionary trusts, asset protection and much more.

12/10/2026

Signing a Will - What can go wrong?

In this video Amy Peters examines the case of Smith v Ganning [2022], this highlights the problems that can be caused if a Will is not signed correctly.

Make sure you subscribe to the BTWC YouTube channel for more case law update videos.

Lets Talk About Will WritingWe are proud to offer a full range of Will Writing services for all types of client needs. W...
09/10/2026

Lets Talk About Will Writing

We are proud to offer a full range of Will Writing services for all types of client needs. We have worked with hundreds of financial advisers in supporting their offering of Wills to their clients. Offering Will Writing services to your clients allows you to increase value, comply with the latest Consumer Regulations, generate additional revenue and drive referrals to attract new clients.

Who needs a Will?

https://btwc.co.uk/will-writing/

Welcome to BTWCAward Winning Estate Planning SolutionsEstate Planning Solutions For Your BusinessServices, Training & Su...
08/10/2026

Welcome to BTWC
Award Winning Estate Planning Solutions

Estate Planning Solutions For Your Business
Services, Training & Support To Help You Grow A Profitable Estate Planning Business
We have been supporting the financial sector with award winning Estate Planning Services for over 25 years. If you are looking to provide Wills, Lasting Powers Of Attorney, Trust or Probate Services to your clients then we are here to help and support you. We help IFA's, Mortgage Brokers and Equity Release Specialists to provide Estate Planning Services to clients, either setting up their own brand Estate Planning business, trading under our brand as an Estate Planning Consultant or simply becoming a referrer / introducer to BTWC, where we will provide a holistic set of services to their clients. Whatever route you are looking to take your business down, we can help you get it right with the best training, support and services in the industry.

We have been proud to be recognised by the industry for the quality of work we produce for our clients, we don't just do the basics well but go above and beyond for your clients. This will give you the confidence that you are giving the very best advice to your clients, gaining their trust and ensuring they are taken care of correctly.

https://btwc.co.uk/

What is the difference between Mirror will and Mutual wills?Click below to take a look at the differences and while both...
07/10/2026

What is the difference between Mirror will and Mutual wills?

Click below to take a look at the differences and while both serve as estate planning tools for couples distinct legal implications can significantly impact your clients’ wishes.
option

https://btwc.co.uk/mirror-wills-and-mutual-wills-differences/

25/09/2026

📽️ What are 6 ways to maximise your profits as an estate planning consultant?...

In this video Amy Peters, our director, shares six different approaches to maximising revenue from your client relationships, including....

- Discuss the clients various Will options
- Consider what Trust options may benefit the client
- Discuss Lasting Powers of Attorney, What would happen if the client became incapacitated?
- Maximise your opportunities with witnesses ie ask them if they have Wills in place.
- Ask for referrals ie who else do they know that you could help
- Diarise regular reviews - Plan an annual review of their Wills as circumstances can change all the time in life.

Hope you find this useful 🙂

Please comment below and share

BTWC Associate Academy Training - Starting Wednesday 30th SeptemberWe are delighted to share our Associate Academy Trai...
25/09/2026

BTWC Associate Academy Training - Starting Wednesday 30th September

We are delighted to share our Associate Academy Training starting Wednesday 30th September. Register your spot to receive 6 hours of structured CPD training split into four bite size weekly sessions.

If you are looking to solidify your business offering in Estate Planning, or want to add additional revenue streams to your financial services business plus receive a professional accreditation to build authority and trust with your client base, then this is for you!

This online course is designed to provide an introductory knowledge to those who are new to Estate Planning as well as for established BTWC Associates to refresh their core knowledge. The course consists of 4 intense 90 minute sessions held over 4 weeks and covers in depth material and discussion on a range of topics to help ensure your Estate Planning business can develop and forge ahead during these challenging times.

Register Now https://btwc.co.uk/education/btwc-associate-academy/

Sign up to the UK's leading monthly estate planning newsletterPlanning for the future brings peace of mind—and we're her...
24/09/2026

Sign up to the UK's leading monthly estate planning newsletter

Planning for the future brings peace of mind—and we're here to help you do just that.

Whether you're just getting started or updating your current plan, this newsletter is full of practical tips and expert guidance.

Sign up here - https://btwc.co.uk/

Wills for Blended FamiliesWriting wills for blended families is part of the modern tapestry of family life. Blended fami...
23/09/2026

Wills for Blended Families

Writing wills for blended families is part of the modern tapestry of family life. Blended families where individuals with children from previous relationships come together to form new households.

Crafting a will for a blended family requires thoughtful consideration and careful navigation of the family and financial dynamics that have come together to form a new family unit.

Estate planning for blended families can be complex with legal and financial implications that require expert guidance and thorough consideration.

We can support your clients to navigate these complexities then do get in touch.

https://btwc.co.uk/wills-for-blended-families/

Why a Flexible Life Interest Trust is an essential Estate Planning ToolIncorporating a Flexible Life Interest Trust (FLI...
22/09/2026

Why a Flexible Life Interest Trust is an essential Estate Planning Tool

Incorporating a Flexible Life Interest Trust (FLIT) into a will can offer powerful advantages for managing and protecting assets whilst providing for loved ones after a person has passed away. In this post we’ll explore why a FLIT is an essential part of a modern estate plan and the types of assets it can help to distribute to beneficiaries.

Click below and take a look at What a flexible lifetime trust is, what are the benefits and much more

https://btwc.co.uk/flexible-life-interest-trust/

Lasting Powers of Attorney: Health & Welfare vs Advanced DirectivesA Lasting Power of Attorney helps clients plan for th...
21/09/2026

Lasting Powers of Attorney: Health & Welfare vs Advanced Directives

A Lasting Power of Attorney helps clients plan for the own welfare in the event of them becoming vulnerable or mentally incapacitated.

In an era where personal autonomy and the right to make informed decisions about one’s health and welfare are paramount, understanding the mechanisms that allow people to maintain control even when they may no longer have the capacity to make decisions is crucial.

Two key tools in this regard are Health and Welfare Lasting Powers of Attorney (LPA) and Advanced Directives (also known as Living Wills). These legal instruments ensure that wishes regarding medical treatment and personal care are respected and followed, even if you become incapacitated. Lets take a look at the differences in order that you can assist your client to make the right decision for them.

https://btwc.co.uk/lasting-powers-of-attorney-health-welfare-vs-advanced-directives/

Address

Lincoln
LN63QL

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+441522500823

Website

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