CTT Trusts webinar series: will writer to estate planner

CTT Trusts webinar series: will writer to estate planner

Want to go from good to great? Do you want to learn more about all types of Trusts? Whether you work with CTT Group or not, this course is the gateway to boost your knowledge and deliver additional value to your clients.

Are you really comfortable in analysing Trusts your clients or potential clients already have in place? Can you recognise the pros and cons of existing planning that your clients may already have?

This brand new 3-part course will build your knowledge, but more importantly, help you recognise the most suitable Trusts for your clients whilst understanding what they may already have.

The third part of this course is totally unique and explores how assets are transferred into Trusts, including properties and investments.

Topics featured on this 3-part course include:

  • A guide to ‘common Trusts’ – what they can and cannot do for your clients.
  • The knowledge needed to be able to interpret a trust for your clients.
  • Which Trusts are right for your clients, their needs and why.
  • CTT Group’s Trusts and how we can provide client solutions like no other.
  • How assets are transferred into a Trust (and why this is as important as the Trust itself).
  • And much more!

All of our courses are presented by friendly, approachable, and knowledgeable senior team members who understand how valuable this learning can be to you and your clients.

This brand new course will be held remotely via Zoom on Tuesday 15th, Wednesday 16th, and Thursday 17th March from 9:30am – 1pm. Please click the links below to register!

Please note: due to the nature of the content, Parts 1 and 2 must be booked together, but you are able to register for Part 3 either at the same time or separately.

For more information on this course and our other training, please visit our website www.ctt-group.co.uk or contact our New Entrants department on 01926 514390 ext 9170 or [email protected]

Register for Parts 1, 2 and 3:  https://www.eventbrite.com/e/the-course-to-make-you-an-estate-planner-session-1-2-3-tickets-271990740627?inf_contact_key=5aa7a9dee517c734ab33455857c360fd

Register for PART 3 ONLY: https://www.eventbrite.com/e/the-course-to-make-you-an-estate-planner-session-3-tickets-264362965747?inf_contact_key=57b7052a3aff79a922ffbedd2b5f1757

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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