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Our Estate Planning team are a multifunctional centre for advisers.

In house Experts in every department

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.

Meet Our Team

Advice for all Estate Planning

For those clients whose cases have more complex requirements, our estate planning team have the relevant expertise to assist.

 

Continued support

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.

 

Here to help

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.

 

Estate Planning services

  • Document Drafting Advice Service.
  • Recommendations based on client assets within 24 hours of receiving the client’s Finance Sheet.
  • Will Review Service – a report on the client’s existing Wills and Estate Planning documents detailing what’s good, what’s bad and where it could be improved.
  • Full Estate Planning Report for simple Death Planning Solutions or more advanced such as: Any settlement of assets into Trust during the settlors lifetime or Capital Gains Tax and Corporation Tax for business assets
Go to CTT Group Membership Offering