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Knowing your client: Risk, capacity and identity in virtual instruction taking

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

Date 28th February 2023 Booking Link https www eventbrite com e family investment companies advanced planning series tickets 306336760497 Using Limited Companies Family Investment Companies FICs in Estate Planning All that you need to know

CTT Group s Referrals Additional Services now available Litigation and Property Sales Purchases | Superhero Webinar 98 Agenda Advancements of referrals through CTT Legacy Software A look at Civil Disputes and House Sales Purchases Examples

Have you ever wondered whether it s possible for a client to receive compensation from a personal injury claim without it affecting their entitlement to means tested benefits The answer is yes Within this article

A lasting power of attorney LPA is a legal document that plays an invaluable role when organising and dealing with the assets of an individual who has lost capacity This allows an attorney to make

Date 23 01 23 | Book now 8211 click here We all know the reasons as for why we advise clients to set up trusts be that in their wills or in lifetime maybe its

Maximising profitability and client retention for 2023 Here at CTT Group we have everything you might need to give your client bank all the services they might need We will provide all the support you

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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

Planning for clients with an IHT liability

What we will cover Inheritance Tax and Life Policies What you need to know How to correctly insure for IHT both on gifts and death Ensuring that all of your client 8217 s life policies

Superhero Webinar series

CTT Group have announced two new free training events as part of their Superhero Webinar series The events will take place on the 13th and 16th of January The agenda will include Introducing a faster

Estate Planning Foundation Course

Become an Estate Planning Consultant with our Estate Planning Foundation Course This course provides an introduction to Will Writing and the use of Will based Trusts and is aimed at those new to Estate Planning

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

Will Writer to Estate Planner course

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

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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

Superhero Webinar 95

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

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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

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 to provide a bespoke service tailored to your client’s individual needs in association with our strategic partners of Countrywide Tax & Trust Corporation.

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

CTT Superhero webinar

With content based on CTT Group s direct experience of 8220 defending 8221 trusts Friday 7th and Monday 10th October 2022 What we will cover The importance of risk management at the instruction taking stage

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The CTT Group have announced upcoming webinars in a range of courses See below for details and information on how to register 8220 Living with a trust 8221 from drafting to inheriting and what it

Advanced Planning Series

Introducing CTT Group s new courses for those of you with High Net Worth Clients including corporate and individuals with complex affairs Spread over five monthly sessions we will be covering the following Estate Planning

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