Spread over 5 monthly presentations, we will be arming you with all you need to know through both the courses and our new internal support packages for you and your clients, to ensure that both you and your client get the most out of the estate planning process.
Each part of the course will focus on specific client types and scenarios, giving you the information you need to instigate the best estate plan for your clients, but also ensuring that they ultimately end up with the best estate planning advice and guidance.
Part 5 – Family Investment Companies
Tuesday 5th July (09:30 – 12:00)
Agenda
- When Trusts aren’t enough
- All you need to know about what they are…
- And the Private Client service we can offer to your clients
You won’t find training like this anywhere else! Alongside our comprehensive training courses, we also offer a complete package of technical expertise, software and all the support you need to provide the best service for your clients.
Click here to register for Part 5: https://ctt-group.co.uk/training-event/advanced-planning-part-5-family-investment-companies-5th-july-2022/
This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
