april, 2022

26apr9:30 am12:00 pmCTT Advanced Planning Series Part 3 – Planning for Clients with an IHT Liability (Part 1)

Event Details

Introducing CTT Group’s new courses for those of you with High Net Worth Clients, including corporate and individuals with complex affairs.

Spread over 5 monthly sessions, we will be covering the following:

  • Estate Planning for Corporate Clients
  • Planning for clients with Buy to Let properties
  • Planning for clients with an IHT liability (2 sessions)
  • Family investment companies

Each session will focus on specific client scenarios, helping you position the best estate planning advice in a way your client can understand.

You can subscribe to join any session individually or all of the 5 part series.

Part 3 – Planning for Clients with an IHT Liability (Part 1)

Tuesday 26th April (09:30 – 12:00)

Agenda:

  • Creating the right Will
  • Businesses Gifting: Trusts vs Absolute
    – On Death
    – In Lifetime
    – Pre-sale
    – Post sale

You won’t find training like this anywhere else! Alongside our comprehensive training courses, we also offer a complete package of technical expertise, software and all the support you need to provide the best service for your clients.

Register now for Part 3: https://ctt-group.co.uk/training-event/advanced-planning-part-3-planning-for-clients-with-an-iht-liability-part-1/

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Time

(Tuesday) 9:30 am - 12:00 pm

Organizer

CTT Group

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