An introduction to CTT’s products and services

When you become a CTT Group member, you gain access to a unique combination of products and services to help you grow your advisory business.

These are delivered under our three core pillars – Knowledge, Tools, and Growth and include products such as online courses and software, as well as guidance and support from our in-house experts.

Our unique adviser support network is designed to develop your understanding, broaden your skillset, and expand your business offering. Whether you’re an established professional or you’re new to the sector, we offer estate planning advice, training, and expertise to take your advisory practice to the next level.

Here’s a brief overview of the products and services CTT Group provides to support you in achieving your professional and personal goals.

CTT Group Products

As a CTT Group member, you gain exclusive access to a range of educational, digital, and legal products developed to assist your business growth journey.

Adviser training courses

CTT adviser training courses range from beginner level to advanced planning for complex and high-net-worth estates.

Our foundation course, deigned to onboard new members and introduce newcomers to the sector, covers everything you need to know to begin your estate planning journey providing best practice for new and established advisers.

If you’re currently working in the financial or advisory fields and want to broaden your offering, this course allows you to incorporate estate planning into your existing services.

For more advanced training, we offer courses to develop knowledge and expertise in specific areas, such as trusts and IHT planning, probate, and LPA’s, Deputyship, Financial Assessments and challenges.

Webinars

As a CTT Group member, you have access to our monthly online webinars. These sessions, hosted by CTT’s Technical team, focus on specific aspects of estate planning, digging deep into topics including IHT, offering trust and planning structures to help mitigate client risk.

They also cover changes in legislation, such as the Business and Agricultural Relief changes due to come in next April 2026, and offer guidance on how to navigate these changes while staying compliant.

CTT Legacy Software

More than just document drafting software, CTT Legacy Software empowers your client experience with an entire digital journey that supports with onboarding, client education, and retention, helping to nurture existing customers and generate new leads to further grow your business.

Communicate easily with clients through the Legacy Portal app; use its Digital Recommendation Reports to advise bespoke planning solutions that explain how each product works and why you’ve recommended it, empowering your clients with estate planning insights and improving conversion rates.

As well as supporting business growth, Legacy also works hard to safeguard your business. Protect your company and your reputation with built-in compliance measures that demonstrate best practice and client reasoning, providing you with a digital audit trail for Larke v Nugus requests and potential will challenges.

Legacy also supports our Adviser Chat feature, giving you 24/7 access to expert help when you need it most. With answers to over 900 FAQs, Adviser Chat guides you through most planning hurdles, and if you need one-to-one support, CTT expert advisers are on hand to help.

CTT Live Events

New for 2025 / 2026, we’ve introduced our exclusive CTT Live events, giving members the opportunity to meet up with CTT experts for a day of industry updates and discussions around the latest legislative changes affecting the industry.

Topics covered in previous Live events include Death Planning and the use of Life Interest Trusts; Probate/Asset protection trusts; IHT Planning using Gift Trusts and Holdover Gift Trusts, and the implications of upcoming changes to BR and Pension legislation.

It’s also an opportunity to meet and chat with in-house experts from across CTT, including CTT Estate Planning and Technical Team, our Private Client team and CTT’s Legacy Software experts. Expanding your network, gaining fresh insights and building valuable relationships with industry peers.

CTT Group Services

As a CTT Group member, you gain access to an exclusive range of hands-on adviser support services, giving you expert guidance to support your continued personal and business growth.

CTT’s Tax & Trust experts

There’s nothing our Tax & Trust experts don’t know about estate planning – in fact, our in-house team is so knowledgeable, they’ve developed CTT’s own trusts in to overcome technical legislative changes that can cause clients tax issues.

Headed up by our very own Spencer Tattam (affectionally known as a walking Wikipedia of the Tax & Trust world), the team is on hand to assist you with everything from IHT advice and guidance on specific cases, to document checking and processing.

They can even be available to sit in on client meetings where you feel you might need the support of specialist insight. With the help of our Tax & Trust team there’s no client case too big or too tricky for you to take on, so you can say ‘yes’ to every prospect with confidence.

Professional Trustee and Executor Services

Once a trust is set up, you want to make sure it fulfils its intended purpose while also taking into consideration the current circumstances of the beneficiaries. Proper trust management also preserves the asset protection you’ve worked hard to put in place.

Our professional trustee services ensure this, providing professional, impartial trust administration and management advice that guarantees compliance and is always in the beneficiaries’ best interests.

We have a wealth of knowledge and experience in all aspects of Probate and estate administration. Many clients underestimate the gravity of the responsibility that comes with appointing a loved one as executor. For those who understand what a complex and demanding role this can be, CTT’s Professional Executor Services are a reassuring solution that mitigates risk and smooths the probate process, further enhancing your service provision and client appeal.

Multidisciplinary support

At CTT, there’s a host of financial and advisory experts under one roof. Our CTT Private Client, CTT Accountancy, and CTT Law teams work in partnership with us to help support our adviser members with additional client services and advice when needed, so you can focus on what matters.

CTT’s Partnership Team

With the sheer variety of products and services we provide our members, we needed a way to pull our offering together to make it fast, simple, and straightforward for members to access the support they need.

Our Partnership Team make it easy for you to access all our adviser support solutions in one place.  Whether you need information on courses, webinars or a live event, or one-to-one help from one of our experts, the Partnership Team is here to help you accomplish what you need and get on with your day.

They are your first point of contact as a new member, onboarding you with everything you need to get started on your growth journey. But their support doesn’t end there.

This friendly team is on hand to answer any questions and help you access CTT’s products and services. They also offer advice on recommend routes to fulfil your goals and drive your business forward using CTT’s unique Knowledge, Tools, Growth formula, so you always see a return on your membership.

Get in touch now for a free consultation where we can have a chat about your ambitions for your business and how we can help you achieve them.