Countrywide Tax and Trust Corporation Ltd is an established Legal Services company which holds the status of a Trust Corporation. Not only do we provide such services as Professional Executors, Guardians and Trustees, Countrywide are leading experts in the field of Estate Planning in both private planning for individuals, business and agricultural planning, and offers strategies for:
- Tax Mitigation for – Inheritance Tax, Income Tax, Capital Gains Tax and Corporation Tax.
- Asset Protection against: – Divorce/Separation
- Creditors & Bankruptcy
- Marriage After Death
- Generational IHT
- Protecting Business & Agricultural assets
- Care Planning
Run by experts
Our expertise is widely renowned within the industry, and our strategies are “cutting edge”.
Leading from the top, our Directors are both full members of STEP and have passed the STEP (Society of Trust and Estate Practitioners) Diploma. STEP is the leading International Society for people giving advice in the area of Wills, Trusts and Taxation.
One other senior member of our staff also holds the full TEP Qualification and the majority of our staff are associate members of STEP and working towards this goal. Countrywide also employ two Solicitors, a Licenced Conveyancer and staff who are qualified to both Solicitor and Lawyer level.
We recognise just how important your clients are to you and as such, they are equally important to us. Having staff with relevant industry qualifications means that, you can guarantee your client’s are receiving “best advice” at all times and they are always “on hand” to speak to and offer you, their expertise and guidance. We pride ourselves on our customer service and conduct regular staff training to ensure standards are met.
The company also provides both a Technical Helpline and an Advanced Estate Planning Department, so you can discuss possible client solutions by e-mail, telephone, or online chat.
No matter how complicated the Estate of a client may seem, help is always on hand to find the optimum solution and we can provide full reports for your clients, if required. They are also able to analyse a client’s current Will and Trust(s), and offer advice as to what the existing Will achieves. More importantly, they can highlight what it does NOT do and illustrate how to improve the documentation and planning. To date, we have never reviewed a Will that could not be improved!
Our Systems
Because of the volume of documents we produce weekly, our cutting edge protection and Tax Mitigation strategies can be delivered at prices, below those that can be found anywhere else in the market. This is made possible because of our unique Online Software and Systems which have been specifically designed with you in mind, ensuring that they are as fast and efficient as possible, which means that your precious time is not wasted completing reams of paperwork. In fact, it is our aim to be completely paperless within the next 12 months.
What’s in it for you?
This is your opportunity to create income streams that add real value to your business, whilst enhancing existing client relationships.
You will also be able to add to your existing client base, with referrals from this new service.
We all know that everyone should have a Will, yet 2 out of 3 people have still not made a Will and those that have, rarely have the correct Will in place, and with many people worried about losing their home and savings to Long Term care fees, the potential for finding new clients is huge! Our series of Estate Planning Cartoons enables you to tap into this new market in an informative yet light hearted manner, by raising client awareness of the problems they could face, without the correct planning in place, whilst promoting your services as an Estate Planning Consultant, to both new and existing clients.
Not only will you benefit from the income generated from the sale of Legal Services products, but many of our Estate Planning strategies go “hand in hand” with Financial Services Products and so for those of you who currently work as Financial Advisors, this will mean an increase in your own sales. For those of you who do not, we can link you with a Financial Advisor in your local area, ensuring that you will still be able to benefit.
Why choose Countrywide ?
The best recommendation we have is that, we have never needed to advertise to increase the numbers of Advisors who use our services, and the list of Advisors now runs into several thousand. New people continue to join us and use our services, either as individuals or, in Groups / networks, all of whom have been referred to us by their peers.
We at Countrywide, hope that you will join them and benefit from both a new income stream and an additional source of clients.
What we provide
- Qualified Experts
- Comprehensive Training
- Technical Help Desks
- Professional Indemnity Insurance
- Intelligent Legal Software
- State of the art Online systems
- Cartoons
- Branded Websites
- Branded Marketing Materials
- Professional Connections
To learn more and for details on how to join us, visit us at: www.countrywidepartners.co.uk, talk to our New Entrants Team on 01926 514 390 Ext 9170, or email: newentrants@countrywidegroup.co.uk.
Countrywide, the professionals choice
