CTT Group Advanced Planning Series part 4 – planning for clients with an IHT liability (part 2)

CTT Group Advanced Planning Series part 4 – planning for clients with an IHT liability (part 2)

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 (2 sessions)
  • Family investment companies

Each session will focus on specific client scenarios, helping you position the best estate planning advice in a way your client can understand.

You can subscribe to join any session individually or all of the five-part series.

Part 4 – planning for clients with an IHT liability (part 2)

Tuesday 28th June (09:30 – 12:00)

Agenda:

  • Multiple Trusts – how to get multiple NRBs
  • Life Assurance
  • BR Investments
  • Clients with high value pensions and investments QNUPS/QROPS

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 book your place on Part 4: https://ctt-group.co.uk/training-event/advanced-planning-part-4-planning-for-clients-with-an-iht-liability-part-2-28th-june-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.

CTT Group

http://www.countrywidegroup.co.uk/

 

 

 

 

 

 

CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community.

Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors.

CTT Group is made up of six areas:

CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients.

CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs.

CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group.

CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice.

CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey.

CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business.

Click here for more information: https://ctt-group.co.uk/

Contact: CTT Group Tel: 01926 514 390

Email: [email protected]

Address: CTT Group, Gales House 62 Kenilworth road Leamington Spa CV32 6JX

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