CTT Superhero Webinar No. 91: Trust Registration – an opportunity to grow your business!

CTT Superhero Webinar No. 91: Trust Registration – an opportunity to grow your business!

Q. What is our Superhero Webinar offering this time?

A. CTTC are registering all NEW Trusts for no additional cost!* And showing you that Trust Registration is an opportunity, not a threat to your estate planning business!

Agenda:

  • Trust Registration:
    – What is it?
    – Which trusts need to register?
    – When do the various trusts need to be registered by?
  • What are CTT Group’s charges for Trust Registration when the trust already exists/CTTC are not trustees?
  • The Opportunities that Trust Registration brings to attract new clients and introducers for your business
  • CTT Group’s service to our existing consultants/members, including the ability for us to extract client data quickly for you to mailshot your client’s whose trusts you have setup via CTTC.
  • Questions and Answers

*All Pilot/Lifetime Trusts drafted by CTTC after 20th June 2022 on which CTTC are appointed as a Trustee at outset will be registered in-house by our team for no additional cost.

Join us on Zoom on Friday 8th and Monday 11th July.

10:00am – 11:00am

Friday 8th July https://countrywidegroup-co-uk.zoom.us/webinar/register/7116548612268/WN_LXc457KNReCc0lRHrXYIWQ

Monday 11th July https://countrywidegroup-co-uk.zoom.us/webinar/register/5816548627973/WN_Aw8D_LUjTCuaKOME4ayIkg

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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