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 clients. Part two of five will cover Estate Planning for Single Clients and Unmarried Couples. Topics include: • The positives […]Read More
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 will cover Estate Planning for Married Couples / Civil Partners. Topics include: The positives and negatives of: Simple Mirror Wills […]Read More
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 will cover Estate Planning for Married Couples / Civil Partners. Topics include: • The positives and negatives of: – Simple […]Read More
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 when done correctly can reap significant rewards for both the client and the practitioner. Our next Superhero Webinar will further […]Read More
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 for business clients. Having conversations with business owners about what they would want to happen on their or one of […]Read More
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 include: When are Flexible Life/Life Interest Trusts the best solution? When are Flexible Life/Life Interest Trusts not the best solution? […]Read More
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, all of us within the legal profession should be asking ourselves one question: Can I write a Will that includes […]Read More
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 does the correct Estate Planning like? • What advice should I be giving to my clients who have Flexible Life/Life […]Read More
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 Inheritance Tax (IHT) and unfortunately can be caught out as the very strategy provided to solve this problem can often […]Read More
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 as a highly skilled team of in house estate planning experts to guide you in providing the best advice to […]Read More
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 to Pilot Trusts for their death planning! Don’t let your high net worth clients fall into this trap! Options for […]Read More
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 been a lot of talk about the ‘new normal,’ but the more likely it becomes that the way we live […]Read More
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 Life Assurance correctly • Gifting to/for the benefit of minor children with immediate IHT exemption. • Gifting to/for the benefit […]Read More
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 for 2021 and give your business a boost? Estate Planning has thrived throughout the last year, with some firms reporting […]Read More
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 Assurance correctly • Ever heard of a gift to/for the benefit of minor children being IHT exempt immediately? • Ever […]Read More
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. Recently, at Countrywide Tax & Trust Corporation Ltd we wanted to build a new 2- way communication system between ourselves […]Read More
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, safe, compliant and efficient method for a 2- way communication system between ourselves and our clients. We needed to partner with […]Read More
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! Agenda • Taxation and Trusts • When might an entry, periodic or exit charge apply? How can these be reduced […]Read More
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 from us, which means we are always striving to improve how we deliver our services to them and ensure that […]Read More
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 • When might an entry, periodic or exit charge apply? How can these be reduced or even mitigated? • When might […]Read More
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