Why use an investment bond in trust?

In the complex world of investing it can be hard to understand all the different variations of investment products and how they work In this article we aim to help you gain a better understanding

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Date Friday 26th 2023 Time 10 00am 8211 11 00am Location Virtual via Zoom Organiser CTT Group Book your place You ask the Questions We Provide the Answers Agenda An Estate Planning Q amp A

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Since CTT s inception in 2003 innovation has always been the driving force behind us Founder directors Bob Massey and Clive Ponder launched the group to set a new elite level of financial planning and

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Following the announcement of the Spring Budget on 15th March some of the biggest changes affect pension legislation and allowances These changes are set to have a significant positive impact on high earning clients and

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Trusts are a useful estate planning tool From ringfencing assets to reducing IHT the use of trusts can benefit clients in a number of ways depending on their given situation As advisors we want what

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It s time to say goodbye to our SUPERHERO Superhero Webinar 100 will not only be a landmark for CTT Group but also a chance to look at the ever changing landscape that has faced

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Superhero Webinar 100 Top 100 estate planning facts that maybe you didn 8217 t know Date Booking Link Friday 21st April https countrywidegroup co uk zoom us webinar register 3216681639785 WN xqU1vbDQ GMky9qWRHmWQ Booking Link

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The tax system here in the UK can be well taxing What should be a case of simple mathematics can often become clouded when things like personal allowances and tapers come into play And nobody

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It has long been considered best practice in standard Inheritance Tax IHT planning for a married or civil partnership couple to leave a legacy up to the maximum Nil Rate Band NRB to a discretionary

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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

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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

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Webinars Date Friday 24th March amp 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

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Probate The Estate Planners Guide to Estate Administration Date 20th March 2023 Booking link https www eventbrite com e probate the estate planners guide to estate administration tickets 465700010267 Description This course has been developed

Where a property is owned by more than one person a severance of tenancy is essential for the majority of estate planning that a co owner has in place If a client co owns a

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Estate Planning Foundation Course 14th March 2023 Booking link https www eventbrite com e estate planning foundation course tickets 458371771307 The course will be consolidated across 5 sessions running from 9 30am to 1 00pm

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When drafting a will there are many factors for both client and will writer to contemplate However there s one particularly significant question to consider in order to avoid costly challenges Are descriptions in a

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Now the New Year is underway and the Self Assessment deadline is passed it s time to start planning for the financial year ahead and the ways you can ensure your clients and your practice

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Estate Planning Foundation Course 14th March The course will be consolidated across 5 sessions remotely Tuesday 14th March 2023 Wednesday 15th March 2023 Thursday 16th March 2023 Friday 17th March 2023 Tuesday 21st March 2023

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Knowing your client Risk Capacity and Identity in Virtual Instruction Taking 6th March 2023 Booking link https www eventbrite com e know your client risk capacity identity in virtual instruction taking tickets 465711895817 In an

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CTT Group Estate Planning Foundation Course Date 14th March 2023 Booking link https www eventbrite com e estate planning foundation course tickets 458371771307 The course will be consist of five sessions each running from 9

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