• December 5, 2023
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Upcoming training courses with CTT Group

Upcoming training courses with CTT Group

Estate Planning Foundation Course

14th March 

The course will be consolidated across 5 sessions remotely:

  • Tuesday 14th March 2023
  • Wednesday 15th March 2023
  • Thursday 16th March 2023
  • Friday 17th March 2023
  • Tuesday 21st March 2023

9:30am to 1:00pm

This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.

Booking link: https://www.eventbrite.com/e/estate-planning-foundation-course-tickets-458371771307

Probate: The Estate Planner’s Guide to Estate Administration

20th March – 9:30AM – 1:00PM

This course has been developed to help you with everything you need to know about probate. It includes the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.

Topics include:

  • Probate – a brief update
  • What can go wrong: – Missing reliefs, – Missing allowances ,- RNRB, – Transferable nil rate bands
  • What is the value of 50% of a property for probate purposes?
  • Claiming the 15% deduction – did you know it even existed?
  • Did you know that gifts to/for the benefit of dependent relatives can be IHT free immediately?
  • Did you know that if you settle a mortgage from a life policy held in trust, the debt is no longer allowable for IHT purposes?
  • And more!

Booking link: https://www.eventbrite.com/e/probate-the-estate-planners-guide-to-estate-administration-tickets-465700010267

Superhero Webinar No. 99: Planning options for those clients who have died with the wrong or no Estate Planning in place

24th March and 27th March

Description:

  • Deed of Variation: The Last Action Hero
  • Home passed into a Discretionary Trust: How to Save the RNRB and ensure your descendants can qualify – Kindergarten Cop
  • Life Interest Trust on first death and worried about the RNRB taper threshold? We will show you how to solve it – The Terminator tune in for other ways to save the day posthumously – I’ll be back

Booking link for 24th March: https://countrywidegroup-co-uk.zoom.us/webinar/register/7316776008204/WN_zKvtn9-YQW2zMyOqtOQ5mw

Booking link for 27th March: https://countrywidegroup-co-uk.zoom.us/webinar/register/2016681634399/WN_hgj2lZjlR9ifeHIayeSwug

This article was submitted to be published by CTT Group 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

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