Introducing CTT Group’s new courses for those of you with High Net Worth Clients, including corporate and individuals with complex affairs.
Spread over 5 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 5 part series.
Part 3 – Planning for Clients with an IHT Liability (Part 1)
Tuesday 26th April (09:30 – 12:00)
Agenda:
- Creating the right Will
- Businesses Gifting: Trusts vs Absolute
– On Death
– In Lifetime
– Pre-sale
– Post sale
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.
Register now for Part 3: https://ctt-group.co.uk/training-event/advanced-planning-part-3-planning-for-clients-with-an-iht-liability-part-1/
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.
