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CTT Group earned “Highly Commended” for use of technology at the Modern Law Private Client Awards for 2024!

Since 2003, CTT Group has sought to bring the cutting-edge in technology to the estate planning sector. This attitude of continual innovation has led to the digitisation of processes for both clients and advisers, a huge step forward in the refinement of estate planning and financial services.

Jonathan Maskew, CTT’s Director of Partnerships says, ‘The team are delighted to be acknowledged for our contribution to the sector. Integrating AI avatars into our educational videos has proven a fantastic success and the next stage in empowering our clients.’

The core philosophy of CTT has always been to push further into the digital realm and continuously innovate, with a staunch commitment to change. CTT has spearheaded the way forward with the creation and integration of their Legacy Software and the client-facing app Legacy Portal, to streamline and improve estate planning processes.

‘We’re constantly pushing the boundaries of what’s possible,’ says CTT’s Managing Director, Andrew Houston, ‘continuously elevating our trust management and probate processes to be better. Developing our Legacy Software has been a game changer, allowing us to realise the power of AI and what it can do for both our advisers and clients.’

With technology that gives their advisers more quality time with their clients, CTT is empowering clients with customised educational videos and access to the Legacy Portal app, for a focused and highly optimised experience.

Legacy brings together several aspects of estate planning that until now, have been disparate. It acts as a platform to communicate, inform, and interact with clients in a way simply not possible before.

‘We’re pleased that all of our hard work has been recognised by the Modern Law Awards,’ says Clive Ponder, Co-founder and Director or CTT Group. ‘It’s wonderful to have validation for all the rigorous testing our software undergoes to ensure it remains the best. Our team is always going the extra mile, incorporating user feedback into improvements to the platform. With this commendation, our position as leaders in the estate planning sector is even further reinforced.’