Estate Planning for Single clients / Unmarried partners

Estate Planning for Single clients / Unmarried partners

The Countrywide Tax and Trust Corporation toolkit is designed for you to be able to give your clients best advice, via our Estate Planning team, and the best documentation via our in house developed Legacy software.

The ability to cater for all clients is becoming increasingly demanding, and thus having everything you need in your drafting ‘toolkit’ is vital. Our latest webinar is designed to further your knowledge when planning for single clients and unmarried partners and to assure you that the Estate Planning team is here to support our members and advise on strategies for every type of client according to their needs. The Legacy software can draft whatever it is you require to provide the ‘best advice’ solution for all your clients, including single / unmarried partners.

The latest in our Superhero Webinar series No 79 will give you a brief overview of:

  • Intestacy: What this can mean for single clients, and the devastating implications for unmarried partners!
  • What should a single client’s will look like? Looking at the potential for ‘double’ IHT when using basic wills or Flexible Life Interest Trust wills for unmarried partners!
  • Planning for incapacity: LPAs: Every client should have them!
  • Exploring the types of trust that you should consider for your client’s Wills…
  • Lifetime planning options: In particular the Probate Preservation Plus Trust and the Family Investment Probate trust. Should every client use these?

and much more…

To learn more about the estate planning strategies available for your single clients and those clients living as an unmarried partnership, why not join us on one of our FREE webinars to be held on:

Friday 9th July https://countrywidegroup-co-uk.zoom.us/webinar/register/6416242889750/WN_Og93YpZjQpeRXANDMnPc5A

Monday 12th July https://countrywidegroup-co-uk.zoom.us/webinar/register/6516242883738/WN_YGdGZPtZQXuZbkSkF6K4sA

 

This article was submitted to be published by Countrywide Tax and Trust 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]p.co.uk Address: CTT Group, Gales House 62 Kenilworth road Leamington Spa CV32 6JX

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