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
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
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
With content based on CTT Group’s direct experience of “defending” trusts. Friday 7th and Monday 10th October 2022. What we will cover: The importance of risk management at the instruction taking stage. Information gathering is
The CTT Group have announced upcoming webinars in a range of courses. See below for details and information on how to register. “Living with a trust” from drafting to inheriting, and what it means to
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 for
We all know how important managing risk is when taking instructions and completing work for a client; which is why we’ve incorporated risk reduction strategies and features into the Legacy Software, so you don’t have
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 for
For those in estate planning and professional advisor communities, it’s unusual to be heading to work for midnight let alone in activewear. Yet that’s precisely what 27 staff members from CTT Group found themselves doing
Our remote Estate Planning Foundation Course – Part 1 12th – 19th July – 9:30am – 1pm If your business has taken a hit thanks to the global pandemic changing client priorities, why not expand
Introducing CTT Group’s new courses for those of you with High Net Worth, Corporate or clients with Complex Estates. Spread over 5 monthly presentations, we will be arming you with all you need to know
Q. What is our Superhero Webinar offering this time? A. CTTC are registering all NEW Trusts for no additional cost!* And showing you that Trust Registration is an opportunity, not a threat to your estate
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 for Corporate
14th – 21st June – 9:30am – 1pm If your business has taken a hit thanks to the global pandemic changing client priorities, why not expand your offerings? Instead of cost-cutting, adding additional services can
Please join us on Friday 10th and Monday 13th June for CTT Superhero Webinar No. 90 – an introduction to CTT Law. This webinar will be hosted by our guest speakers, Eamon Sullivan and Laura
Please join us on Friday 10th and Monday 13th June for CTT Superhero Webinar No. 90 – an introduction to CTT Law. This webinar will be hosted by our guest speakers, Eamon Sullivan and Laura
We talk about the use of Trusts as a means of protection for your clients and their families, but how does a Trust ensure that the assets are utilised for the chosen beneficiaries? Are you
Discretionary trusts vs simple wills and IHT – which route ends up costing a family more? If you look hard enough, you will find calculations for all kinds of financial questions. Which is the best
14th – 21st June – 9:30am – 1pm If your business has taken a hit thanks to the global pandemic changing client priorities, why not expand your offerings? Instead of cost-cutting, adding additional services can
Periodic Charges on Trusts vs 40% IHT down the generations. Which route is the most tax efficient? Agenda Inheritance Tax – 6% every 10 years or 40% on death… which is best? Discretionary Trusts vs
We talk about the use of Trusts as a means of protection for your clients and their families, but how does a Trust ensure that the assets are utilised for the chosen beneficiaries? Are you
