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 Minor’s Trust 18 – 25/Children’s Trust Disabled/Vulnerable Person’s Trust Flexible Interest In Possession Trust (IIP) Business/Agricultural Trusts Register for Supermen […]Read More
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 to consider is whether your clients indeed need a Trust at all. For virtually every client, the answer is going […]Read More
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 for the RNRB Bereaved Minor’s Trust 18 – 25/Children’s Trust Disabled/Vulnerable Person’s Trust Flexible Interest In Possession Trust (IIP) Business/Agricultural […]Read More
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 the Will Clarity package, effectively giving your client a voice after their demise. Best advice dictates that Will clarity statement […]Read More
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 be helpful to circulate a reminder of what the service includes so you can ensure you are getting the most […]Read More
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: How to plan for interaction in the Will. Sub Fund Planning for HNWs with BR. Cross/ Double Option Agreements. Business […]Read More
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 possibly even years, is likely to be huge affecting a range of different practice areas. Firms who rely heavily on […]Read More
…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 in demand for Will writing services but the COVID-19 health restrictions in place has meant that taking client instructions using […]Read More
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 Legacy software to develop additional features to make it more appropriate in the current environment for taking instructions over the […]Read More
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 the circumstances we now find ourselves in. There is no doubt that we are currently, and likely to remain, in […]Read More
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 provide vital services to clients. With the Law Society in discussion with the Ministry of Justice to pass emergency legislation […]Read More
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 instruction taking specific to the circumstances. Risks need to be managed through due process: Clients that you have met before […]Read More
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 simple and safe way of protecting your clients’ assets from leaving their bloodline – it’s far better for their own […]Read More
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 planned on Wednesday 11th March. In response to this, we will be running a free webinar to cover as much […]Read More
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 utilising this new addition! So, let us tell you why… A client wouldn’t leave their children a joint bank account […]Read More
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. Our webinar will cover in as much detail as the budget information allows us to analyse what the changes might […]Read More
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 even more flexibility.. So why use Multiple Sibling Trusts? Complete autonomy and better management We all know that if all […]Read More
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 is currently receiving significant amount of financial media attention and therefore public interest. Whilst there are many complexities in this […]Read More
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 in their Will, you may think advising them to place them all in a Trust is a simple and safe […]Read More
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 Sibling Trusts? Leaving assets to a single Trust is a better solution than leaving assets absolutely, but is it the […]Read More