The Advanced Planning Series for High Net Worth Clients, including corporate and individuals with complex affairs
Introducing CTT Group’s new courses for those of you with High Net Worth Clients, including corporate and individuals with complex affairs. Spread over five monthly sessions, we will be covering the following: Estate Planning for Corporate Clients Planning for clients with Buy to Let properties Planning for clients with an IHT liability (two sessions) Family […]
Superhero webinar 93: the risk managed approach from start to finish
We all know how important managing risk is when taking instructions and completing work for a client; which is why we’ve incorporated risk reduction strategies and features into the Legacy Software, so you don’t have to. The Legacy Software is the key for risk management, including some features that you may not be aware of […]
Why are people releasing equity from their homes?
Canada Life customer data has revealed that 50% of applications in H1 were from customers looking to clear their existing mortgage, the most common reason given for releasing some or all of the equity. This was followed by raising money to pay for home improvements (38%) and supporting day-to-day living costs (20%). Gifting to family […]
Sponsor Spotlight: Institute of Paralegals
The fifth rendition of the annual British Wills and Probate Awards is becoming ever-closer. As we count down to the 20th October at the Grand Hotel in Birmingham, our “Sponsor Spotlight” series will highlight the progression, innovation and achievements of all our sponsors who make the event possible. This article will be looking at the Institute […]