CTT Group: Estate Planning Foundation Course Part 1

CTT Group: Estate Planning Foundation Course Part 1

Our remote Estate Planning Foundation Course – Part 1

12th – 19th July – 9:30am – 1pm

If your business has taken a hit thanks to the global pandemic changing client priorities, why not expand your offerings Instead of cost-cutting, adding additional services can generate new revenue streams and future proof your practice.

Estate Planning has thrived throughout the last year, with some firms reporting a four-fold increase in enquiries and instructions, especially around Wills, Powers of Attorney, Trusts and tax planning. It is a recession-proof industry, and easier than you think to get started!

Become an Estate Planning Consultant with our Estate Planning Foundation Course!

This course provides an introduction to Will Writing and the use of Will-based Trusts and is aimed at those new to Estate Planning or looking to refresh their skills. On completion, you will be able to provide a bespoke service tailored to your client’s individual needs in association with our strategic partners of Countrywide Tax & Trust Corporation.

Train with us and become a CTT Group member

Structured into five comprehensive online morning sessions, this course provides the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning. As a CTT Group member, you will have access to:

  • Online case management system
  • Discounts on CPD accredited training courses
  • Our new advisor chatbot, providing 24/7 information for all your estate planning queries
  • Marketing, branding and design services*

*available to members only at additional cost

Our next course is held remotely at 9:30am – 1pm via Zoom on:

12th-19th July

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, Gables House 62 Kenilworth road Leamington Spa CV32 6JX

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