2. Who are Beneficial Trust & Will Co?
-East Midlands based Will Writing & Estate planning business
-We specialise in personalised and affordable will writing solutions
- Established since 1999, we have a national network of advisors across the UK
- We are fully accredited by the Society of Will Writers, the industry’s leading self-regulatory body
- Our Funeral Plan products are endorsed by the National Federation of Funeral Directors
- Our legal team are approved by the Solicitors Regulatory Authority
- We are the preferred provider of the Royal Air Forces Association for Will Writing
3. Why Make A Will?
Unmarried Couples The law doesn’t recognise this status. Unless a will is drawn up, common law
partners may get nothing at all from an estate.
Children Without a will, the courts will decide who will bring up your children
Family Home Ensure this passes to your loved ones and not to the State
Separated You should specify what will happen to your assets if you are separated but
not divorced
Pets Who will take care of the beloved family pet if you pass away?
Funeral Plans You can detail these within your Will to help avoid your family having to make
difficult decisions
4. Facts & Figures
• 73% of 16-54 year olds do not have a will
• 23% of people wrongly believe that without a will their possessions will automatically go to their family
• By 2018, it is estimated that the government will receive nearly £6bn from inheritance tax
• Average funeral costs are now in excess of £3,000
• Less than 1% of the UK population have registered a Lasting Power of Attorney
• 74% of the UK population support charities during lifetime but only 7% leave a charitable legacy within
their Will
Source: Law Society 2013
Remember a Charity 2013
5. How We Work
Our advisors book an initial appointment with clients to review their personal circumstances & discuss what
they wish to achieve from their Will & Estate Plans
i.e. ensure bloodline planning, help to mitigate care home fees through careful planning, create
legacies for charitable causes, help client’s and their families stay in control of their finances in the
future.
Our Advisors provide personalised recommendations tailored to achieve their clients goals
Costs are agreed with clients prior to commencing any work and there are no hidden charges.
6. Services We Provide
-Simple & Complete Estate Planning through Wills & Trusts
-Specialist Will Trusts such as Property Protective Trusts & Discretionary Trusts
- Lasting Powers of Attorney
- Co-habitee Planning
- Advanced Directives (Living Wills)
- Guaranteed Funeral Plans
-Estate Administration & Probate Services
- Digital Legacy Planning
7. How We Can Support You
Are you a member of the public?
Please contact us and we will put you in touch with one of our professional advisors in order to assess
your needs
Are you an advisor wishing to provide Estate planning Services to your clients?
Drop us a line and we will introduce you to our business model & support you with all that you
need to get started
8. Contact
Beneficial Trust & Will Co
Hillcroft Lodge
Hillcroft Business Park
Lincoln
LN6 3QL
01522 500823
enquiries@btwc.co.uk
www.btwc.co.uk
All Wills and documents are under written by BTWC Ltd who also provide full Professional Indemnity cover
on all documents produced and who are Accredited members of SWW
