Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly.
With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner.
Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.
You would have had to be living on another planet to be unaware that the Ministry of Justice (MOJ) recently announced that the law of Wills in England & Wales is to be amended to
Keeping up to date with changes in legislation is critical when dealing with estate planning clients and their financial affairs. Our Webinars are designed to not only keep you abreast of what you can offer
Though lockdown is beginning to ease, the business landscape will not return to normality in an instant. Many businesses have suffered a blow to their revenue as customers became accustomed to a new way of
Topics include: Stamp Duty Land Tax (SDLT) and Trusts – What are the rules and opportunities now? Capital Gains Tax (CGT): Declarations of Trust: How not to cost your client’s up to 50% of their
The above heading is always an important question when you meet with clients either for the first time or maybe as a result of a review due to time passed or a change in circumstances.
Despite the relaxing of some lockdown measures, new technology will continue to be essential for firms to provide vital services to clients. The working practices we have all adapted to accommodate the challenges posed by
This webinar will be discussing how to select the most appropriate Trust for your client’s lifetime planning needs. Agenda Lifetime Trust that they can benefit from? Lifetime Trust for Inheritance Tax planning Lifetime Trust to
Countrywide Tax & Trust Corporation Ltd has agreed a new deal with Coventry Rugby to remain the club’s main shirt partner for the next two seasons. This is the third such agreement between Countrywide and
All available with the Countrywide Legacy Software, but which one is right for your clients? Discretionary Trus Life Interest Trust Flexible Life Interest Trust Countrywide’s ‘series of’ Discretionary Trusts that qualify for the RNRB Bereaved
Which Trust is right for your clients’ Wills? The above is always an important consideration when meeting with clients for the first time, for a review or following a change in circumstances. The first thing
Part 1 of 2 All available with the Countrywide Legacy Software, but which one is right for my client? Discretionary Trust Life Interest Trust Flexible Life Interest Trust Countrywide’s ‘series of’ Discretionary Trusts that qualify
We are all aware just how important it is to protect our clients wishes as set out in their Will, against the possibility of a future challenge. In light of this we strongly recommend using
Those of you who are members of Countrywide Tax & Trust Corporation Ltd are aware that we offer a Will Checking Service. This service is INCLUDED in your monthly membership fee. We thought it would
Presented by: Bob Massey TEP BSc DipPFS, Spencer Tattam TEP BA (Hons) DipPFS and Guest Speaker, Matt Quinn, Foresight Group. Agenda Business and Agricultural Relief. (BR & AR). A brief guide. Section 39a IHTA 1984:
The current pandemic is affecting us all, not only on a personal level, but it is taking a toll on all types of business. The impact on the legal sector, over the coming months and
…and your business on track! No one could have foreseen these unprecedented times and the effects they would have on not just our personal lives but businesses too. Coronavirus fears has meant a huge surge
The legal sector, now more than ever, recognises the need for change and how technology is essential for firms to provide vital estate planning services to clients. We have been working hard within the Countrywide
Here at Countrywide Tax & trust Corporation Ltd, we have been overwhelmed with requests from professionals asking how the Countrywide Legacy software reduces risk for both the firm and the Adviser, whilst remaining compliant during
There is no doubt that we are currently, and likely to remain, in unprecedented times. The legal sector, now more than ever, recognises the need for change and how technology is essential for firms to
Face to Face meetings with clients undoubtedly have an increased risk (to health) and may soon be impossible. It is important therefore to remain as compliant as possible and adopt a risk based approach to
A client wouldn’t leave their children a joint bank account to ‘share’… So why advise them to leave all their combined inheritance to one Trust? You’d be right to think that Trust planning is a
What you need to know! It was anticipated the March Budget would be further delayed following the departure of Sajid Javid, however the new Chancellor, Rishi Sunak has confirmed the budget will go ahead as
We have been truly overwhelmed with the popularity of the Multiple Sibling Trusts Package, and the sheer amount of positive feedback we are receiving. Within a few weeks of release, hundreds of professionals are already
It was anticipated the March Budget would be further delayed following the departure of Sajid Javid, however the new Chancellor, Rishi Sunak has confirmed the budget will go ahead as planned on Wednesday 11th March.
Leaving assets to a single Trust is a better solution than leaving assets absolutely, but is it the best solution when there are multiple beneficiaries? Multiple Trusts provides both your clients and their beneficiaries with
Join our team of technical experts to find out more! Supermen Webinar 62 – Exploring IHT planning options and an Introduction to the Super Gift Trust! Inheritance Tax is an evocative subject and one that
You wouldn’t leave your kids a joint bank account to ‘share’ after you’ve gone… So why would you leave all their combined inheritance to one Trust? When it comes to your clients distributing their assets
It’s finally here… We’re pleased to announce that Multiple Sibling Trusts within the Will are now available to draft within the Countrywide Legacy software… with no cut, copy and paste required! So why use Multiple
The legal services profession is currently at a crossroads… …with both qualified and non-qualified providers at loggerheads. Solicitors are being tempted by the lucrative chunk of private client legal practice that is not reserved to
Why not make this year, your year? Is success on the cards… The Chinese New Year is fast approaching – and with it comes the year of the Rat! An animal that symbolises wealth, beginning
“We must make haste then, not only because we are daily nearer death, but also because the conception of things and the understanding of them cease first.” Marcus Aurelius With Alzheimer’s and dementia now the
Moving on to taxation and autonomous benefits… How can this be achieved? Why use Trusts? We all know that setting up a Trust can be the most flexible and protective method of gifting and bequeathing