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
Trusts are created for many reasons. Such reasons include ensuring loved ones have future financial support; they may be too young to manage their own finances or cannot look after their affairs. A trust involves
Introducing CTT Group’s new courses for those of you with High Net Worth Clients, including corporate and individuals with complex affairs. Spread over 5 monthly sessions, we will be covering the following: Estate Planning for
Your (brief) guide to what having a Professional Trustee can mean for your business and your clients. Agenda: A look into the benefits of having a Professional Trustee A deeper look into scenarios where a
At CTT Group, we place an exceptionally high value on the training we provide. We offer a wide range of training courses and webinars that will help you give the best possible advice to your
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 generate new revenue streams and future proof your
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
End of year tax planning opportunities – do not miss out on your allowances! There are various allowances that, as estate planners, we are all aware of. Some may seem menial, such as the £3,000
Making the most of 2021/22 tax allowances before they are gone! Agenda: CGT IHT ISA allowances Pension contributions And more! Join us on Zoom on Friday 11th and Monday 14th March, 10:00am – 11:00am. Friday
All Estate Planners and Practitioners should always consider how to mitigate risk when taking instructions from clients. Although you may think that you do enough, there is always more to consider! Why risk your business
We talk a lot about utilising trusts to protect assets and why this matters, but are you talking to your clients about the possible implications? Our Vulnerable Client Care Team have recently had the following
Introducing CTT Group’s new courses for those of you with High Net Worth Clients, including corporate and individuals with complex affairs. Spread over 5 monthly sessions, we will be covering the following: Estate Planning for
Agenda: A brief guide to lifetime planning options for clients Saving client’s IHT Protecting client’s assets Life insurance and Pension death benefit planning Join us on Zoom on Friday 10th and Monday 13th December 10:00am
This course looks in detail at different types of Trusts and the most appropriate Trust tailored to your client’s needs, securing their financial future and protecting the interests of beneficiaries. Following the introduction of the
If you have been assisting your clients with their Wills, Trusts and Powers of Attorney as part of their planning for the future, do you know what could happen next? By attending our LPAs, Deputyship,
Join our latest webinar on “Planning for the Buy to Let client from 1 to 50 properties” on Monday 18th October 2021. The session will commence at 9:30am and finish at 1:00pm Agenda: What are
CTT Superhero webinar – 82, Estate Planning for clients with Buy to Let Properties! Friday 8th October at 10:00am – 11:00am Monday 11th October at 10:00am – 11:00am Click the buttons at the end of
Register now for Superhero Webinar 82: Planning for Clients with Additional (most commonly rental) Properties Topics include: What should a client’s Will look like if they own additional properties? What options exist for lifetime planning
Here at Countrywide Tax and Trust Corporation Ltd, we pride ourselves on staying ahead of the curve in technology and innovation. We are constantly researching and developing new ideas that will make our processes better
Join our latest webinar where we will be talking about planning for clients with business and agricultural needs. This session will cover: What are Business Relief and Agricultural Relief? How should a Will be drafted
At Countrywide Tax and Trust Corporation Ltd, we strive to be ahead of the curve in technology and innovation. We are working harder than ever to ensure our services are better and more efficient, so
