Reimagining estate planning with Knowledge, Tools and Growth 

 In an exciting new direction for CTT, we’ve decided to create a new way for advisers to engage with us and our services based around three main pillars:  

• Knowledge  

• Tools 

• Growth 

By focusing our offering on these three concepts, we give advisers the most efficient and effective experience possible. 

So, how does it work? 

 Let’s take each concept in turn and expand on them so you can get a good idea of why we’ve decided to reorganise our offering this way and how it will benefit you. 

Knowledge 

Under the guidance of Directors Spencer Tattum and Charlotte Ponder, we give advisers the training and expertise they need to bring the best estate planning service to their clients. 

Training – CTT provides a full syllabus of training courses and webinars that run the entire spectrum of learning for estate planners. From our Foundation Course, which takes a complete beginner through the steps needed to start their own estate planning business, to advanced technical courses on the intricacies involved in setting up and maintaining Trusts; for the estate planner wanting to improve their knowledge and bring something extra to their clients, our training delivers. 

Support services – With our adviser chat at your disposal, you’ll have access to specialist advice whenever you need it. If you need help with complex cases or clients, our Estate Planning team is on-hand to provide in-depth expert support on technical matters. 

Strategic Partners expertise – CTT is a multidisciplinary organisation of professional advisers. As a member you gain access to advice from accountants, solicitors, and CTT private client. Since estate planning can touch on so many disciplines, it’s beneficial to have access to as much knowledge as possible, because you never know what tomorrow’s clients will bring. 

CTT’s unique trusts – There are so many special requirements needed for clients who wish to protect their legacy. As such, you’ll find it often advantageous to create bespoke trusts that tackle a client’s needs and that is where we can help, with our range of unique trusts created to address any number of special circumstances you will encounter. 

Tools 

What is knowledge without the tools to use that knowledge? Headed up by Mickey Nagra (Senior System Coordinator) and our software team, Tools here refers to our innovative Legacy Software, a platform to help estate planners run their business more efficiently and utilise its range of features to bring a better service to their clients. 

CTT is committed to exploring the ways in which technology can help shape how we engage with our clients and our industry. It’s undeniable that more and more of the services we all enjoy on a daily basis are becoming lead by a wave of innovation toward digitisation. We think it’s important to embrace these trends and discover exactly how much this new technology can enrich our careers. 

CTT Legacy Software – With our software you can engage in fact finds with clients, to discover more about their estates before you even meet them for the first time, giving you the advantage to come to the table with recommendations ready. This also gives you digital reports that allow you to compile information and share recommendations with clients easily, record correspondence, and remain 100% compliant with legislation automatically updated in our software.  

CTT Legacy Portal – This client-facing app gives you a secure, seamless way to stay connected with your clients. It offers peace of mind by allowing them to send queries and access important information whenever they need it. 

AI Integration – AI and Large Language Models are already transforming industries worldwide, bringing new levels of efficiency and access to information. At CTT, we’re using this technology to enhance how you engage with clients and manage your workload. 

With our Avatar tools, you can create a digital version of yourself—or use a pre-built template—to deliver explainer or referral videos. And with 24/7 access to our adviser chatbot, programmed with over 900 responses to common estate planning queries, you’ll have instant support whenever you need it. 

Growth 

Combining CTT’s Knowledge, and Tools, naturally leads to business Growth. We empower advisers to reach further, dream bigger, and build a business that reflects their ambitions. Through close collaboration, we work with you to support your growth, and encourage our estate planners to explore new revenue opportunities they may not have considered before. 

Training – As mentioned earlier, training is a core part of staying competitive. Through our specialist courses, webinars, and access to our training portal, you can expand your estate planning expertise, diversify your services, and stay ahead of industry trends. 

 Business growth – By having 1:1 consultations with our experts, you gain real-world knowledge to apply to your own business, giving you a competitive advantage and allowing you to explore ways to grow your business effectively and efficiently. 

Support – Whether you’re starting from scratch or looking to add estate planning to an existing service, we offer two routes: 

• Be Your Own Boss (BYOB): For those launching a new estate planning career or business. 

• Diversify: Designed for mortgage brokers, accountants, and solicitors who want to integrate estate planning into their existing client offering. 

Using Knowledge, Tools and Growth to bring your business to life 

At CTT, we offer a complete support system for estate planners—covering everything from starting your business to helping it run smoothly and grow with confidence. 

Our Knowledge, Tools, and Growth services work together to provide expert guidance, powerful digital platforms, and tailored business support—all designed to help you succeed on your own terms. 

Ready to take the next step?  

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.