Spotlight Webinar on Protection the Family Home in Estate Planning
This exclusive, members-only webinar series held by the Technical Team here at CTT is designed to provide in-depth guidance on key estate planning and trust strategies to help you better serve your clients and safeguard their wealth. Each live session is recorded and made available here on our dedicated on-demand channel, giving you the flexibility […]
Stop wasting hours on household contents – let clients handle it (properly)
For solicitors handling probate, accuracy is everything. While property and financial assets are usually straightforward, household contents often prove far trickier. From jewellery and antiques to everyday furniture, executors are required to submit a fair market valuation as of the date of death, which is easier said than done. The Survey – Just How Wrong […]
Legacy and pension planning needs to include equity release to comply with Consumer Duty – Claim
Later life lending could become a key part of retirement and legacy planning as the government seeks to levy greater tax on pensions and the ‘great wealth transfer’ sees as much as £3.7tn in property wealth transfer over the course of the next 30 years. Wealth advice and planning should focus on property wealth as […]