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CTT Tax & Trust

Client Care Team

We understand the complexities of advocating for your most vulnerable clients. At CTT Group, the Client Care team specialises in ensuring that the correct amounts of money are paid when someone requires long-term care and has properties or assets in a trust. It’s often an overwhelming area to deal with at a difficult time for your clients, we can help with what to do at each stage to ensure your client’s families get their full financial entitlement and the care they need.

Helping Families

Our Client Care Team also offer support and advice should you, the Adviser, receive a complaint or a request for Will files or information from a third party.

Clients needs, our priority.

We try to explain things as simply and clearly as possible, to help the families of your client’s who are often stressed trying to understand everything they are required to do.

There is a lot of terminology to understand and a lot of forms to fill in; we strive to simplify this process as much as possible for the families and help wherever we can. We are like bouncers at a nightclub, standing at the door to the trust to ensure it’s protected!

At CTT Group, we aim to treat all clients equally with the utmost respect and dignity. We take all necessary steps to ensure that Vulnerable Clients feel reassured and secure whilst we represent them. Our priority is to ensure that all limitations such as mobility, hearing or visual impairment are taken into consideration when meeting the clients needs.

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Professional Trustee

A trustee is legally and morally bound to manage the trust property in a responsible and productive manner, and is under an absolute obligation to act solely for the benefit of the trust’s beneficiaries.

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Professional Executor

We are experts in dealing with all aspects of Probate. Probate can be a complex and extremely time-consuming process, but our specialist probate team adopt a sympathetic and patient approach when supporting our clients deal with bereaved relatives and will happily arrange a visit to discuss their requirements in the comfort of their own home if necessary.

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