CTT Group, providing knowledge, tools, and growth to the Professional Adviser Community for 20+ years.
CTT Group is a support mechanism for the Professional Adviser Community. The group specialises in providing multi-disciplinary training, digital solutions, and hands-on expert advice to advisers. Through its key pillars of Knowledge, Tools and Growth, CTT empowers members to broaden their service offering, improve their processes, and grow their business.
Knowledge
CTT delivers training in a variety of ways including online courses and webinars. Courses range from Foundation Level training, suitable for complete will writing beginners, to Advanced Level training aimed at experienced advisers, offering insights into the use of Trusts and more complex Estate Planning solutions.
CTT’s training enables advisers to expand their sector knowledge, deepen their understanding, and hone their specialisms to provide a more comprehensive client service.
Courses run regularly, offering flexible remote learning to advisers of all experience levels, and all course materials are provided to support learning.
In addition to its training, CTT also runs regular Spotlight Webinars. These one-hour online trouble-shooting sessions focus on the situations and legislation that commonly present problems for advisers and recommended approaches for addressing them.
Discover upcoming training and sign up here.
Tools
CTT Group is a well-known innovator within the Estate Planning sector. The group’s digital solutions help speed up and streamline processes for advisers.
CTT Legacy is CTT’s comprehensive digital Estate Planning software. From drafting documents and creating reports to managing client cases, communications, and invoicing, Legacy allows you to fully digitise how you work.
CTT Legacy Software is integral to managing risk. It ensures all processes follow best practice and allow you to carry out audits to demonstrate compliance at every stage of the client’s journey. Find out more about how Legacy supports risk management here.
Legacy Portal is CTT’s client-facing app, digitsing the entire estate planning journey and enhancing your client relationships. Learn more Legacy Portal here.
Growth
CTT’s Partnership Team is dedicated to supporting members in growing their business. The team offers advice on the suitability of courses and recommends tailored paths to growth using CTT services to meet with your business goals.
Whether you want to broaden your client services, improve the clients’ journey, or ease the burden of processing paperwork, the Partnership Team have the solution.
The Partnership Team provides CTT members with a constant point of contact and enables support from the right CTT departments to answer any query they may have.
Click here for more information: https://ctt-group.co.uk/
Contact Tel: 01926 514 390
Email: enquiries@ctt-group.co.uk
Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX
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Since our inception in 2003, innovation has always been the driving force behind CTT Group. We represent a unique offering within the estate planning and financial sector, leading the way towards a more progressive future
Have any of your clients ever owned assets during their lifetime that meet the Agricultural Relief (AR) requirements? This guide explains how to identify and manage agricultural assets, so you can ensure your clients maximise
Webinars: Date : Friday 24th March & Monday 27th March Booking link: Friday 24th March https://countrywidegroup-co-uk.zoom.us/webinar/register/7316776008204/WN_zKvtn9-YQW2zMyOqtOQ5mw Monday 27th March https://countrywidegroup-co-uk.zoom.us/webinar/register/2016681634399/WN_hgj2lZjlR9ifeHIayeSwug Description: Deed of Variation: The Last Action Hero Home passed into a Discretionary Trust: How
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Date: 6th March 2023 Description: In an increasingly digitalised and modern world, paper is being swapped for online documents, and instruction taking practices have been radically changed. We embrace change here at CTT Group. But
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Planning for clients with an IHT liability part 2. This webinar will cover: Inheritance Tax and Life Policies- What you need to know. How to correctly insure for IHT both on gifts and death. Ensuring
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Get in the festive spirit this year with our free Christmas Estate Planning Quiz, featuring a range of estate planning questions as well as light-hearted Christmas trivia. We have a selection of prizes up for
Want to go from good to great? Do you want to learn more about all types of Trusts? Whether you work with CTT Group or not, this course is the gateway to boost your knowledge
This course provides an introduction to Will Writing and the use of Will-based Trusts and is aimed at those new to Estate Planning or looking to refresh their skills. On completion, you will be able
Superhero Webinar 95 Join our free webinar to take a closer look at how a client may qualify to have their self-funded care fees reclaimed. Senior members of staff at CTT Group, with guest speaker
Part 2 of the Advanced Planning Series from CTT Group will take place on Tuesday 4th October, 9.30am to 12pm. What we will cover: The prospect of making a gift of a Buy to Let
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