Upcoming webinars in September with CTT Group

The CTT Group have announced upcoming webinars in a range of courses. See below for details and information on how to register.

“Living with a trust” from drafting to inheriting, and what it means to inherit via a Trust for you and your clients…

We talk about the use of Trusts as a means of protection for your clients and their families, but how does a Trust ensure that the assets are utilised for the chosen beneficiaries? Are you clear on the possible implications in relation to divorce and long term care if Trustees (and Beneficiaries) disclose trust assets and information to third parties?

What do Trustees need to do to ensure that the wishes of the Settlor are followed? What do they need to be aware of when considering how best to achieve the aims in the Memorandum of Wishes? Do they know how best to anticipate and manage the needs of the beneficiaries across the lifetime of the Trust, which could be up to 125 years (in England & Wales).

What can go wrong if Trustees don’t understand their legal obligations?

Having launched a new software process to arrange and hold Trustee Meetings, join us for a “deep dive” into the importance of Trust Management – and understand what can go wrong if Trustees aren’t aware of the duties they are placed under.

Agenda:

The Importance of a Professional Trustee

• Why your clients need a Professional Trustee – the implications:- tax- divorce- care
• How to appoint Trustees

What’s involved?

• What the Trust Administration process involves
• When and why should Trustee meetings be held
• What happens at a Trustee meeting
• Types of Meetings- death of a Settlor- sale and/or purchase of properties- removal of a restriction- RNRB- family conflict – mediation and resolution

The Practicalities

• The Process using Countrywide Legacy
• Related services we offer- probate- property sales & purchases- accountancy
• Real Life case studies
• What’s in it for me?

This course is being held remotely on Monday 19th September from 09:30am – 1:00pm.

Register here.

Probate – the Estate Planners guide to Estate Administration

It used to be the case that simple estates passing through probate were prevalent, but very few are that straightforward these days. It is often the case that probate is increasingly more complicated, and many probate practitioners are unaware of what may go wrong and how they can claim reliefs.

Here at CTT Group, we have completed probate on thousands of estates. In addition, we have seen hundreds of probate claims be made for free through the use of statutes and precedent to claim reliefs that few other practitioners seem to be aware of.

This course has been developed to help you with everything you need to know about probate, the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.

Agenda:

• Probate – a brief update
• What can go wrong (missing reliefs, missing allowances, RNRB, transferable nil rate bands)
• What is the value of 50% of a property for probate purposes?
• And more.

This course is taking place on Monday 26th September from 9:30am-1:00pm.

Register here.

Our remote Estate Planning Foundation Course – Part 1

20th – 27th September – 9:30am – 1pm

If your business has taken a hit thanks to the global pandemic changing client priorities, why not expand your offerings? Instead of cost-cutting, adding additional services can generate new revenue streams and future proof your practice.

Estate Planning has thrived throughout the last year, with some firms reporting a four-fold increase in enquiries and instructions, especially around Wills, Powers of Attorney, Trusts and tax planning. It is a recession-proof industry, and easier than you think to get started!

Become an Estate Planning Consultant with our Estate Planning Foundation Course

This course provides an introduction to Will Writing and the use of Will-based Trusts and is aimed at those new to Estate Planning or looking to refresh their skills. On completion, you will be able to provide a bespoke service tailored to your client’s individual needs in association with our strategic partners of Countrywide Tax & Trust Corporation.

Train with us and become a CTT Group member

Structured into five comprehensive online morning sessions, this course provides the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning. As a CTT Group member, you will have access to:

• Online case management system
• Discounts on CPD accredited training courses
• Our new advisor chatbot, providing 24/7 information for all your estate planning queries
• Marketing, branding and design services*

*available to members only at additional cost

Our next course is held remotely at 9:30am – 1pm via Zoom from 20th – 27th September.

Register here.