• December 1, 2023
 CTTP announces new training webinars

CTTP announces new training webinars

Planning for clients with an IHT liability part 2.

This webinar will cover:

  • Inheritance Tax and Life Policies- What you need to know. How to correctly insure for IHT both on gifts and death. Ensuring that all of your client’s life policies do not cause or add to their IHT problem.
  • Business Relievable Investments cutting the wait from seven to two years. An estate planner’s guide to tax efficient investments, how they work, how they are held in trusts, and what you need to look out for.
  • Dealing with clients with high value pensions and investments: The role of QNUPs and QROPs in tax planning. Mitigating chargeable event taxation on large investment bonds and lifetime allowance charges on clients with large pensions and/or death in service entitlements.

This course is part of our Advanced Planning Series.

Book Link: https://www.eventbrite.com/e/planning-for-clients-with-an-iht-liability-part-2-advanced-planning-tickets-306334764527

Date: January 10th December
Time 9:30 – 12:00

Estate Planning: How to maximise the potential of you client base.

Superhero Webinar 97! Interested in training for a recession proof skill? Estate planning income has proved very resilient over the years to economic downturn. Join our free webinar to find our more about:

– Introducing a faster more efficient more accurate way of producing simple wills for your client base

– why all life policies should be held in some form of trust including ‘mortgage cover’

– How CTT Group can make estate planning a simple add on to your business

– In time of rising interest rates, how to anticipate the demand for clients’ interest in having wills and LPAs in place.

– Joint equity release with further drawdown when one client has lost capacity? It might be a no no without LPAs in place!

Booking Link for Friday 13th Jan 2023 https://countrywidegroup-co-uk.zoom.us/webinar/register/8916679103528/WN_gqMHtQoGQ56ntznB3F74KA

Booking link for Monday 16th Jan 2023 https://countrywidegroup-co-uk.zoom.us/webinar/register/8416679109745/WN_18yYP7KsTA-4cuPLIvsyGw

Time: 10:00 – 11:00

Estate Planning Foundation Course

The Essential Guide to Will Writing, Estate Planning and LPA drafting. This course will be held remotely over five sessions. This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs. The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence. Follow the booking link for an in depth description of the course.

Booking Link: https://www.eventbrite.com/e/estate-planning-foundation-course-tickets-458235955077

Date: 17th January 2023- 24th January 2023.

Time: 9:30 – 13:00 (over five days)

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


  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 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. This includes the New entrants team, Training, Estate Planning Team, Professional Indemnity Insurance Service & the Resource Hub. 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 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 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. This includes Residential and Commercial Conveyancing, Litigation, Document production, Client care, Professional Executor & Professional Executor. 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 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. Click here for more information: https://ctt-group.co.uk/ Contact: CTT Group Tel: 01926 514 390 Email: enquiries@ctt-group.co.uk Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX