• April 12, 2024

The advanced planning series: estate planning for corporate clients

13sep9:30 am12:00 pmThe advanced planning series: estate planning for corporate clients

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 five 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 (two 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 1 – introduction

Estate planning for corporate clients – Tuesday 13th September: 9.30am- 12.00pm

Any practitioner who has or is looking to work with corporate clients cannot afford to miss this updated course.

Attendees of this training will gain a clear understanding of:

  • What a cross option agreement is, how it works, why most corporate clients should have one in place and the consequences of not having one
  • What a corporate client’s estate plan should look like and how to avoid ‘costing your clients additional IHT’ by not dealing with their business assets correctly in their will.
  • What Business relief is, how it works and what it means to your clients
  • What a Business LPA is and why your clients might need one
  • A brief introduction to share structuring

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.

Click here to register for Part 1: https://www.eventbrite.com/e/part-1-estate-planning-for-corporate-clients-tickets-305556015267



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

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