Beneficial Trust & Will Co

Trusted Will Writing & Estate Planning company providing UK solutions for #Wills, #Trusts, Lasting Powers of Attorney & #Probate via a network of #advisers

[Beneficial Trust & Will Co @BTWCLtd]

Are you thinking about becoming an Estate Planning Consultant?

⬇️This guide is for you⬇️

https://t.co/KvDhDNbTBc

We have used our 25 yrs experience to share what works and what doesn't work - to get you started in the right way.

[Beneficial Trust & Will Co @BTWCLtd]

📗Your ability to generate a constant stream of warm leads into your Estate Planning business is at the heart of your business growth......

https://t.co/wLAYOsS1mK

In this blog post we share - 10 Lead Generation Ideas For Estate Planners

[Beneficial Trust & Will Co @BTWCLtd]

So whilst we are moving to a working from home environment, we are still up and working and processing Wills, Trusts, LPAs and other Estate Planning documents and dealing with client enquiries. If you need to get in touch please email us on [email protected].
#staysafe

[Beneficial Trust & Will Co @BTWCLtd]

Taking a client's #will instructions remotely may be an option for you & your clients. You just need to ensure you ensure all requirements are covered, have a look at what to consider:
https://t.co/F8l6YGKUu2
#remoteworking #FinancialServices #clients

[Beneficial Trust & Will Co @BTWCLtd]

Did you know that the term 'How much is #inheritance tax' is searched for on Google approx 2,900 times every month?
We can help alleviate some of the pressures your clients face with #IHT and estate planning support. We work with tax exerts for even the most complex of cases.

[Beneficial Trust & Will Co @BTWCLtd]

A lot of people have a range of digital assets, from social media accounts, to online banking, retail accounts and cloud based activity, but many could get lost on death.
https://t.co/na6CigVS3W
#DigitalAssets

[Beneficial Trust & Will Co @BTWCLtd]

With two funeral plan providers on our panel, the range of plans available means your clients have the opportunity to select the right plan to suit all their needs.
https://t.co/TLNaeqJUh1
#funeralplans #funerals #Wills #trusts

[Beneficial Trust & Will Co @BTWCLtd]

Delighted to confirm we have passed this year's Cyber Essentials and IASME standards audit once again.
Demonstrating our commitment to cyber security and ensuring partners and clients we take data security seriously.
#CyberSecurity #dataprotection

[Beneficial Trust & Will Co @BTWCLtd]

We would like to wish all our members, partners, clients and associates a very Merry Christmas and a Happy new Year - we hope it's a healthy and prosperous 2020 for you!

[Beneficial Trust & Will Co @BTWCLtd]

Are you looking for a new work and business #opportunity?
Are you self-motivated, customer-focused & looking for a new #challenge?
Our Estate Planning #Consultant opportunities enable you to have your own #business with full technical & marketing support.
https://t.co/uwTx66bSFA

[Beneficial Trust & Will Co @BTWCLtd]

We have a look at the growing generational #wealth in the UK, and the importance of effective Estate Planning.
https://t.co/5dvixY7ejT
#wills #EstatePlanning #financialplanning

[Beneficial Trust & Will Co @BTWCLtd]

Delighted to have won 'Regional Will Writing Firm of the Year' at the British Wills & Probate Awards 2019 by @TWProbate, a real honour and the team are thrilled.

Huge thanks to our members, partners and supporters!
#willwriting #awards #wills #trusts

[Beneficial Trust & Will Co @BTWCLtd]

What a fantastic result!! Needless to say, we are absolutely thrilled with this award!

[Today's Wills & Probate @TWProbate]

WINNER

will writing firm of the year north & midlands @BTWCLtd #tbwpawards2019

[Beneficial Trust & Will Co @BTWCLtd]

A #Property Protection Trust has a number of possible benefits for a client, depending on their circumstances.
It can form a vital part of Estate Planning.
We guide you through how the #trust works and key benefits for #clients.
https://t.co/qEQp9Jsm5j

[Beneficial Trust & Will Co @BTWCLtd]

What a privilege for our Ops Director Amy to meet the charming & inspirational @ColinJackson at the @LIBS_Exec launch of their new #Productivity programme. Some great lessons regarding discipline and focus on the track that can be translated to business!

[Beneficial Trust & Will Co @BTWCLtd]

We are pleased to be supporting 'Remember a Charity' week with @RememberCharity
Supporting 200 charities, this week is all about 'passing on something wonderful' in a Will, and helping to make a wonderful gift.
#rememberacharity #wills

[Beneficial Trust & Will Co @BTWCLtd]

It's back to school and so Back to Business with our Sept discount on on Estate Planning training, designed to help grow your business.
To book just email [email protected]
#wills #EstatePlanning #financialadvisers #training

[Beneficial Trust & Will Co @BTWCLtd]

So we are pleased to announce we have been #shortlisted for Will Writing Firm of the Year (North & Midlands) in the 2019 British Wills and Probate Awards @TWProbate
Thank you to our members, clients and partners for their support!
#awards #wills #probate

[Beneficial Trust & Will Co @BTWCLtd]

Summer is here, are things a bit quieter with clients away on holiday?
Why not join us on 21st August for our Summer 1 day workshop on Estate Planning.
All aspects of Estate Planning, #Wills, #LPAs & #Trusts & how they can fit into your business offering.
https://t.co/HxT0pgaH8J

[Beneficial Trust & Will Co @BTWCLtd]

We have a look at the update for plans to regulate Funeral plans and what it means for advisers, businesses and consumers.
https://t.co/wsPccOPMSt
#funeralplans #funeralplanning #laterlife