Though lockdown is beginning to ease, the business landscape will not return to normality in an instant.
Many businesses have suffered a blow to their revenue as customers became accustomed to a new way of living. New attitudes adopted by consumers means that revenue uncertainty is set to linger for the months to come.
There is however, light at the end of the tunnel for those companies with the foresight to look beyond just implementing cost cutting measures and mere survival.
Why not consider introducing a NEW SERVICE to your clients?
One area that has thrived throughout lockdown has been estate planning, with some firms reporting a four-fold increase in enquiries and instructions, especially around Wills, Power of Attorney, Trusts and tax planning.
Surprisingly, over 70% of the adult population still do not have a Will and of the 30% that do, the majority are either out of date or a basic Will and do not include the use of Trusts, so assets remain unprotected and will rarely achieve what the client actually intended.
Now more than ever people need professional help to put their affairs in order and ensure their loved ones are protected if the worst were to happen and this is where we can help you to help them. By simply extending your range of services you can: increase your client bank – add value to your practice – generate a new income stream and future proof your business!
A partnership with Countrywide Tax & Trust Corporation Ltd
Countrywide Tax & Trust Corporation Ltd is a forward thinking company, whose approach to Estate Planning is both innovative and on point. We have been helping companies to grow their businesses for the last 20 years and our expertise in the industry is renown. The advice provided by our professionally qualified staff to clients and partners alike is truly outstanding.
Not only is it “business as usual” at Countrywide Tax & Trust Corporation Ltd, but we believe, particularly during these unprecedented times that, it is vital to deliver estate planning services and to ensure the advice provided to clients follows best practice.
Our legal document drafting software has been written and built by our team of experts and not only drafts an extensive range of Private Client documents (currently 78 and counting) but also risk manages the process of running a business more cost effectively whilst enhancing the service you provide to clients – providing you with everything you need and more, all at the touch of a button!
To continue to provide this much needed service throughout lockdown, we have also adapted our software to reduce risk for both the professional and the client, when taking client instructions remotely.
The Training
Registering for our NEW ONLINE Foundation Training Course means you can use our expertise to provide Estate Planning within your firm, with our support and guidance at every step.
Structured in 5 rewarding, professionally developed and comprehensive online morning sessions the course has been tailored for both new and experienced professionals alike. We provide the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning.
Ongoing support
You will receive exclusive access to our dedicated Estate Planning Helpline who are able to assist you with any of your estate planning recommendations, whatever situation your clients are facing. Whether you have simple Death Planning or advanced Estate Planning questions, our team of TEPs, Solicitors, Conveyancers, legal experts and affiliates of STEP (Society of Trust and Estate Practitioners) are always at hand to assist you with all of your queries.
Flexibility
There are several ways you can choose to work with us. Whether you are completely new to the business, an experienced Will writer, a firm of Solicitors wanting to expand your area of practice, an Accountancy firm wanting to branch out, part of large Network or belong to a small firm whatever your background, Countrywide Tax & Trust Corporation Ltd has the perfect partnership, tailor made to suit your business model.
So, whether you’re looking to establish yourself as an Estate Planner, have members of staff trained to take instruction, or simply want to introduce this valuable service to your clients, we can help.
Our next Foundation training course takes place on:
- 11th-18th August 2020 (View agenda)
Running remotely across 5 sessions from 9:30am – 1:00pm.
To book your place, call us today!
T: 01926 514 390 Ext 9170
E: newentrants@countrywidegroup.co.uk
W: www.countrywidepartners.co.uk/training-courses
This article was submitted to be published by Countrywide Tax & Trust Corporation Ltd 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.
