The Advanced Planning Series
Introducing CTT Group’s new courses for those of you with High Net Worth, Corporate or clients with Complex Estates. Spread over 5 monthly presentations, we will be arming you with all you need to know through both the courses and our new internal support packages for you and your clients, to ensure that both you and your client get the most out of the estate planning process.
You can subscribe to watch any or all of the 5 parts individually.
Each part of the course will focus on specific client types and scenarios, giving you the information you need to instigate the best estate plan for your clients, but also ensuring that they ultimately end up with the best estate planning advice and guidance.
Part 2 – Planning for Clients with Buy to Lets
Agenda
- Gifting and Trusts
- Evidential Trusts (Trusts of Land) – a quick recap
- Dealing with Income
- Share Structuring
- Incorporation
- SDLT treatment- CG rollover (deferral)- DLA
