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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 suppor

t 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.

27/08/2026

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 that a person making a Will (the “testator”) has capacity to make the Will (known as “testamentary capacity”) is becoming increasingly important.

Anyone over the age of 18 years can make a will provided they are of sound mind. In legal terms, the testator should have the capacity to specifically make a will. The test for testamentary capacity was established in the case of Banks v Goodfellow (1870) and includes having an understanding of the following:
* the nature and effect of making a will;
* the extent of their estate;
* the claims of those who might expect to benefit from the testator’s will (both those included in the will and those excluded); and
* the testator should not have a mental illness or a disorder of mind that shall poison their affections and influence them into making bequests they would not otherwise have made, if their mind had been sound.

take a look at how you can assess capacity and what you can do if a person lacks capacity.

https://btwc.co.uk/assessing-capacity-for-making-a-will/

26/08/2026

BTWC Associate Academy Training - Starting Wednesday 9th September 2026

We are delighted to share our Associate Academy Training starting Wednesday 9th 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/

24/08/2026

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/

04/08/2026

The phrase "Bank of Mum and Dad" has been around for years.

But this week's news suggests it's increasingly becoming the "Bank of Grandparents."

More grandparents are dipping into their savings to help children and grandchildren buy their first home, pay university costs or simply get ahead in life.

Most people don't spend years building up their wealth just to see a bigger bank balance. They do it to help the people they love. But it does raise an important question...
If your clients are making significant gifts during their lifetime, have they stopped to think about;

💡how they fit into their overall estate plan?
💡Could they affect the balance between the children?
💡Should they be taken into account in the Will?
💡Have they recorded their intentions so their family understands why they've made those decisions?
💡And are their Lasting Powers of Attorney up to date if they're making larger financial decisions later in life?

Estate planning isn't just about what happens after we're gone.
It's about making thoughtful decisions throughout our lifetime and making sure everything joins up.

20/07/2026

Preparing for the 2027 Pension Reforms: Why Collaboration Between Financial Advisers and Estate Planning Specialists Matters

Beneficial Trust & Will Company (BTWC) is delighted to be working in partnership with TFAS Compliance Services as one of the specialist providers supporting its 2027 Ready Programme.

The programme has been created to help financial advisers understand the far-reaching implications of the 2027 pension reforms, ensuring they are equipped to have meaningful conversations with clients while continuing to meet their Consumer Duty obligations.

As specialists in estate planning for more than 25 years, BTWC brings practical expertise in the areas that naturally complement regulated financial advice, including:

Wills
Lasting Powers of Attorney
Trusts
Estate and Inheritance Tax planning
Probate and estate administration
Family protection planning
By combining TFAS Compliance Services regulatory and technical expertise with BTWC's specialist estate planning knowledge, advisers can access a joined-up solution that helps clients prepare for the changes with confidence.

Here you can find out more https://btwc.co.uk/preparing-for-the-2027-pension-reforms-why-collaboration-between-financial-advisers-and-estate-planning-specialists-matters/

17/07/2026

How To Exclude Someone From a Will

When clients tell you they want to "cut someone out of the Will", it's rarely as straightforward as it sounds.

Perhaps there has been a family breakdown. Maybe one child has already received substantial financial assistance during the client's lifetime. Or perhaps the client is concerned that an inheritance could be squandered, become vulnerable during divorce proceedings, or simply end up in the wrong hands.

For estate planners, financial advisers and mortgage advisers, these conversations often present both a challenge and an opportunity.

The challenge is ensuring the client's wishes are properly protected while reducing the risk of future disputes.

The opportunity is recognising when specialist estate planning advice is needed and introducing solutions that many clients simply don't know exist.

At BTWC, we regularly support advisers in identifying these situations and helping clients implement appropriate estate planning strategies through carefully drafted Wills, trusts and supporting documentation.

Click here to find out more https://btwc.co.uk/how-to-exclude-someone-from-a-will/

16/07/2026

BTWC Associate Academy Training - Starting Wednesday 9th September

We are delighted to share our Associate Academy Training starting Wednesday 9th 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/

14/07/2026

The BTWC Approach
Taking The Guesswork Out Of Growing Your Estate Planning Business

It does not matter if you are planning to add Estate Planning Services to your existing business, set up a completely new estate planning business or simply want to find a trusted partner to introduce your clients and their needs to. BTWC can take care of you and help you with every area of growing your business.

𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗦𝗲𝘁 𝗨𝗽
We have helped hundreds of people set up their own Estate Planning businesses over the past 25 yrs. We can provide you with everything you need, including documentation and marketing tools.

𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 & 𝗦𝘂𝗽𝗽𝗼𝗿𝘁
Your knowledge and advice is what your clients are paying you for. We provide initial and on-going training, legal updates and one-to-one support to help you succeed.

S𝗲𝗿𝘃𝗶𝗰𝗲𝘀 & 𝗔𝗱𝗺𝗶𝗻
Our award winning Estate Planning Services include expert document drafting, back-office support and members area to ensure you have everything you need to grow.

Get in touch today https://btwc.co.uk/

26/06/2026

Download Your Free Guide To Becoming An Estate Planning Consultant

Are you thinking of becoming an Estate Planning Consultant or adding Estate Planning services to your existing business? If so, make sure you read this invaluable guide, in which we share our 25 yrs experience in helping people to create a profitable estate planning business.

Download your free guide https://btwc.co.uk/

25/06/2026

The Hidden Opportunity in Will and LPA Reviews

For many clients, creating a Will or Lasting Power of Attorney (LPA) feels like a one-time exercise. The documents are signed, stored safely away, and often forgotten about for years—sometimes decades.

However, as estate planners, financial advisers, mortgage advisers and accountants know, life rarely stands still. Families evolve, assets change, businesses grow, relationships begin and end, and legislation continues to develop. Documents that were perfectly suitable when they were drafted can quickly become outdated and, in some cases, ineffective.

The most successful advisers understand that estate planning is not a transaction; it is an ongoing process. Regular reviews of Wills and LPAs provide significant benefits to both clients and advisers, helping ensure plans remain relevant, effective and aligned with changing circumstances.

find out why reviews matter, the risks of outdated wills, why LPAs deserve equal attention and more here https://btwc.co.uk/the-hidden-opportunity-in-will-and-lpa-reviews/

Address

Lincoln
LN63QL

Opening Hours

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

Telephone

+441522500823

Website

http://www.btwc.co.uk/

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