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
CTTC Ltd’s compelling and informative webinar comprises of the following:
If the answer is YES… then it’s time to take a leap into the future with Countrywide Legacy
It has been widely reported that the Financial Conduct Authority (FCA) has made strong recommendations for the standard paper and pen signature when applying for Power of Attorney to be scrapped, making it much easier
CTTC Ltd’s compelling and informative webinar comprises of the following: Business Property Relief and Agricultural Property Relief – the facts and planning NRB and RNRB – the facts and planning Gifting assets laden with capital
Entering the term “Asset Protection Trust” into a well-known search engine will provide you with over 1.2 million webpages talking about the benefits of using a Trust to potentially “ring fence” a client’s assets from
Countrywide Tax and Trust Corporation Limited have created two new Director positions as a result of continuous expansion of the company.
How Discretionary Trusts can save your clients IHT
Four employees of Countrywide Tax and Trust Corporation Ltd (CTTC Ltd) recently underwent rigorous examinations to achieve STEP certificates and become the latest CTTC Ltd staff with STEP qualifications.
As reported in the financial press, inheritance tax bills have topped nearly £5 billion a year for the first time.
“In this world nothing is certain except death and taxes.” This famous fatalistic proverb drawing on the inevitability of death is commonly quoted by Trust and Tax practitioners, but who uttered these famous words?
Friday 8th September 2017 10:00am – 11:00am And Monday 11th September 2017 10:00am – 11:00am Register now for our Free Webinar Friday 8th September Monday 11th September Supermen Webinar 33 – Protecting IHT Allowances Topics
Friday 4th Aug 2017 10:00am – 11:00am And Monday 7th Aug 2017 10:00am – 11:00am Register now for our Free Webinar Friday 4th Aug Monday 7th Aug Estate Planning Update – What’s changed? There have
Claims Against the Estate Friday 4th Aug 2017 10:00am – 11:00am And Monday 7th Aug 2017 10:00am – 11:00am Register now for our Free Webinar: Friday 4th Aug Monday 7th Aug We’re over halfway (!)
A Masterclass for Property Investor clients Friday 7th July 2017 10:00am – 11:00am And Monday 10th July 2017 10:00am – 11:00am Register now for our Free Webinar: Friday 7th July Monday 10th July What Estate
A Masterclass in Asset Protection Trusts (PPPT) and RNRB
Asset Protection Trusts (PPPT) and the RNRB – Past & Present and the Future
Has your client ever asked you to explain the difference between a Gift Trust, a Probate Trust and a Holdover Gift Trust? Would you be able to give a convincing answer that would fill your
CTTC – Supermen Webinar No.29 – Which Trust? And what are its advantages? In this webinar from Countrywide Tax & Trust Corporation, the topics include: The Definitive Guide to Countrywide Tax & Trust Corporation’s Trust
Discretionary Trusts v Life Interest Trusts v FLIT & End of Year Tax Planning Every client needs a hero! This webinar provides a guide to Discretionary Trusts, Life Interest Trusts, FLIT & End of Year
The Residential Nil Rate Band – How it will be used in practice?
To help you arrange your diary for the remainder of the year, we are pleased to announce the following Training Courses for 2017: Countrywide Estate Planning Course Part One 2 Day Foundation Course, Will Writing,
What properties to benefit the client should Asset Protection Trusts have (PPPT)?
Flexible Life Interest Trusts (FLITs) the good, the bad and the ugly plus who should be my Executors and Trustees? Should they be the same people?
Deeds of Variation (Section 142 & Section 144) & Trustee Meetings and the use of “Discretion” Every client needs a hero! 08/09/2016 at 10.00am Date: Thursday 8th September 2016 Time: 10:00 AM – 11:00 AM
Countrywide Tax & Trust Corporation are holding the next instalment of their Supermen Webinar series – don’t miss out!
Every client needs a hero! 04/05/2016 at 10.00am Date: Wednesday 6th July 2016 Time: 10:00 AM – 11:00 AM GMT To book your place please click here Topics Covered: The importance of having the “correct”
See what’s in stall for the next Supermen Webinar, brought to you by Countrywide Tax & Trust Corporation.
Supermen Webinar Series – new topics every month This month the webinar will go through the details of care cases that Countrywide have successfully fought & an Introduction to the Probate Department. Every client needs
