We provide the foundations for all new members entering into the CTT Group community. It is our mission to educate, as well as deliver training courses, present webinars and introduce you to new products and services you may not be aware of. We want to help you provide a high level of care and service to your clients.
Our Estate Planning team are a multifunctional centre for advisers.
Our Trust and Estate planning team is comprised of a number of experts with extensive qualifications. We have 6 full members of STEP (Society of Trust and Estate Practitioners), 2 in house solicitors, a qualified lawyer, non practising solicitor, licensed conveyancer and 7 other legally qualified staff including STEP affiliates. All of our legal staff are on hand to discuss your cases, should you need them.
We’re available to assist you throughout the entire lifecycle of your clients. We give inexperienced advisers just starting out confidence knowing that we are behind them, as well as supporting our more accomplished members with any new requests they want our guidance on. There is nothing you’d need support with that we haven’t seen. Read on to learn more about our estate planning solutions.
Meet Our Team
A benefit of being a CTT Group member is that once your training is complete, the support remains. We are dedicated to providing endless guidance so you can have confidence that we’re behind you every step of the way.
On becoming a CTT Group member, you will have exclusive access to our Estate Planning helpline via phone, email and our Active Chat. Our dedicated team of experts provide full technical advice to assist with the drafting of all Wills, Trusts, and estate planning strategies.
Our New Entrants Team are experts at smoothly onboarding new associates. They will introduce you to our company, our culture and our clients so you will instantly become part of a support network of likeminded professionals.
Without the right insurance, you are putting your business and personal assets at risk. Our PI Insurance will provide you with a safety net specifically designed to cover the costs of defending your business against any future claims.
At CTT group we place an exceptionally high value on the training we provide to all our Estate Planning Consultants, which includes Solicitors, Chartered Accountants, existing Will Writers and Financial Advisers. All of our training is certificated and will count towards any Continuous Professional Development.
The Countrywise Extranet is a “members only” unique online training and support tool and has been specifically designed for Will and Estate Planning Advisors. It is crammed full of resources, useful to both those who are new to the business and established Will writers alike.
