• April 19, 2024
 Superhero Webinar 77: Estate Planning for Corporate Clients

Superhero Webinar 77: Estate Planning for Corporate Clients

The Countrywide Tax and Trust Corporation toolkit is designed for you as Estate Planning professionals to be able to give your clients both best advice through our Estate Planning team and the best documentation via our in house developed Legacy software.

The ability to cater for the corporate client though can be more demanding, and thus more rewarding. The solution is again the same, we have the Estate Planning team to support our members and the Legacy software that can draft whatever it is you need.

We offer Business estate planning to suit every type and size of business your clients own, taking the standard planning options available on the High Street a significant step further. .

We recognise that many estate planners don’t have the proper tools, knowledge and support to deal with some corporate client requirements and thus are missing opportunities to both provide the correct advice and service to these clients, whilst also boosting their own earning potential.

The latest in our Superhero Webinar series will give you an overview of:

  • Business Relief: What you need to know.

What is it, when might it apply and at what rate, in addition to how does it operate?

  • What should a Corporate client’s Will look like?

Did you know that if a specific legacy of any business assets in a Will is not included, then the relief could be partially wasted! Don’t be responsible for this loss for your clients and tune in!

  • Planning for incapacity: Business LPAs:

For those clients who wish to appoint separate attorneys for their business affairs. Are you offering this to your clients?

  • Cross/Double Option agreements (the Company Will):

These present a great opportunity for you to separate yourself and the service that you can offer to other practitioners in the field. We will cover the basics of what you need to know and how to ensure that you undertake this planning in the most tax efficient manner as possible, which can yield Inheritance Tax, Capital Gains Tax and Income tax savings, both for your clients and their beneficiaries!

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Register on Friday 14th May – https://countrywidegroup-co-uk.zoom.us/webinar/register/1816190944579/WN_HLYeUQN8SSCoxdM0N0UYXA

Register on Monday 17th May – https://countrywidegroup-co-uk.zoom.us/webinar/register/9016190946583/WN_NvAf0oM1QVuJp7hUVrahaA

 

This article was submitted to be published by Countywide Tax and Trust Corporation as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

CTT Group

http://www.countrywidegroup.co.uk/

  CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community. Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors. CTT Group is made up of six areas: CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business. This includes the New entrants team, Training, Estate Planning Team, Professional Indemnity Insurance Service & the Resource Hub. CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients. CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey. CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group. This includes Residential and Commercial Conveyancing, Litigation, Document production, Client care, Professional Executor & Professional Executor. CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs. CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice. Click here for more information: https://ctt-group.co.uk/ Contact: CTT Group Tel: 01926 514 390 Email: enquiries@ctt-group.co.uk Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX