• November 28, 2023
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Estate Planning: How to maximise the potential of your client base

Estate Planning: How to maximise the potential of your client base

CTT Group have announced two new free training events as part of their Superhero Webinar series.

The events will take place on the 13th and 16th of January.

The agenda will include:

  • Introducing a faster, more efficient, and more accurate way of producing simple wills for your client base
  • Looking at why all policies should be held in some form of trust including ‘mortgage cover’
  • Joint equity release with further drawdown when one client has lost capacity? It might be a no no without LPAs in place.
  • 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 client’s interest in having wills and LPAs in place.

Booking link for Friday 13th January https://countrywidegroup-co-uk.zoom.us/webinar/register/8916679103528/WN_gqMHtQoGQ56ntznB3F74KA

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

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 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

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