Superhero Webinar 79: Estate Planning for Single Clients and Unmarried Couples Part TWO of our pentalogy! Our “Planning for different client scenarios” Superhero Webinar series will help you provide Estate Planning solutions for all your

Register now for Estate Planning for Married Couples and Civil Partners

The first part of our pentalogy: Planning for different client scenarios The latest in our Superhero Webinar series will provide you with an Estate Planning guide for all of your clients. Part ONE of five

Superhero Webinar 78: Part 1 of 5: Estate Planning for Married Couples / Civil Partners

The first part of our pentalogy: Planning for different client scenarios The latest in our Superhero Webinar series will provide you with an Estate Planning guide for all of your clients. Part ONE of five

Superhero Webinar 77: Estate Planning for Corporate Clients

Many Advisors hesitate when it comes to dealing with corporate clients, worried that their estate planning knowledge will let them down, but this means missing out on many opportunities. Estate planning for clients with businesses

Superhero Webinar 77: Estate Planning for Corporate Clients

Estate planning for clients with businesses correctly can reap significant rewards for both the client and the practitioner. Our next Superhero Webinar will further your current knowledge and awareness of what planning may be implemented

Why Flexible Life/Life Interest Wills are a RISK to your client's wealth!

Register for ‘Superhero Webinar 76: Proper Trusts VS Life Interest Trusts’ to discover why Flexible Life/Life Interest Trusts aren’t the best solution and how you can provide the strongest estate plans for your clients. Topics

Flexible Life/Life Interest Wills: A WARNING for your client's wealth!

Whether you’re an estate planner, private client solicitor, Will writer, financial adviser, accountant or another within the industry, for us to write the best Wills possible and formulate the strongest estate plans for our clients,

Superhero Webinar 76: Proper Trusts VS Life Interest Trusts

Flexible Life/Life Interest Wills: Health warning for your clients’ wealth! Topics include: • When are Flexible Life/Life Interest Trusts the best solution? • When are Flexible Life/Life Interest Trusts not the best solution? • What

Superhero Webinar 75: Inheritance Tax Planning Part 2 - the detail can make the difference!

At Countrywide Tax & Trust Corporation Ltd, we take pride in offering high quality guidance to help you provide the best estate planning advice to your clients. Wealthy clients, in particular, are often concerned with

Estate Planning: The devil is in the details...

As many of you will know, Countrywide Tax & Trust Corporation Ltd offer a holistic toolkit to our associates including the most advanced private client document drafting software in the business, Countrywide Legacy, as well

Register for Superhero Webinar 75: Inheritance Tax Planning Part 2 - It's the detail that can make a difference

Topics include: Pilot Trusts vs Will Trusts – Why Pilot Trusts can offer a significant IHT advantage Clients who are gifting in lifetime can suffer an IHT penalty if they use Will Trusts as opposed

Knowing your client – Risk, Capacity & Identity in Virtual Instruction Taking

With the government restrictions showing no sign of abating, clients are continuing to embrace the world of conducting both business and pleasure via Zoom, Facetime, and Google Meet (other video conferencing facilities are available). There’s

Superhero Webinar 74: Inheritance Tax Planning (Part 1 of 2)

Protect your client’s estate from Inheritance Tax liabilities! Our next Superhero Webinar is part 1 of our Inheritance Tax Planning guide and covers how to reduce your client’s IHT liabilities. Topics include: • Dealing with

Our remote Estate Planning Foundation Course: Part 1

The essential guide to Will Writing, Estate Planning and LPA Drafting Has your business been affected by the current climate? Is your inbox empty and have your phones stopped ringing? Why not try something new

Superhero Webinar 74: Inheritance Tax Planning (Part 1 of 2)

Protect your client’s estate from IHT liabilities! Our next Superhero Webinar is part 1 of our Inheritance Tax Planning guide and covers how to reduce your client’s IHT liabilities. Topics include: • Dealing with Life

The Power of GREAT Customer Service

There are many elements to consider to ensure that your business is successful but when it comes to delivering great customer service, then how and when we choose to communicate with our customers is crucial.

Good communication is key to having a successful business and so how we choose to communicate with our clients is vital. Recently, at Countrywide Tax & Trust Corporation Ltd we wanted to build a new,

Superhero Webinar 72: The RIGHT Trust for the RIGHT situation (Part 2 of 2)

LAST CHANCE TO REGISTER! Superhero Webinar 72 is part 2 of using the RIGHT Trust to protect your client’s wealth. Finding the right trust shouldn’t feel like a maze, we can show you the way!

Building a good customer experience does not happen by accident. It happens by design.

Our clients are at the heart of everything we do and our vast experience in the Will writing and legal services arena means we have gained a thorough understanding of what our clients/customers really want

Superhero Webinar 72: The RIGHT Trust for the RIGHT situation (Part 2 of 2)

Superhero Webinar 72 is part 2 of using the RIGHT Trust to protect your client’s wealth. We can help you put your estate planning advice in the right gear! Agenda • Taxation and Trusts •

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