Skip to main content

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 4 – Planning for Clients with an IHT Liability (Part 2)

Agenda

  • Multiple Trusts – how to get multiple NRBs
  • Life Assurance
  • BR Investments
  • Clients with high value pensions and investments QNUPS/QROPS

Book your place now!

We have moved to an online booking system. Our booking system is powered by Eventbrite. To book your place, click on the Register button below.

If you are a member of Countrywide Tax and Trust Corporation Ltd, you are able to access a discounted membership ticket rate.

To purchase a ticket, click on tickets and then click ‘Enter Promo Code’ at the top of the ticket window. Enter your consultant code in the box (e.g. 04ABC please note that this is case sensitive), click apply and you will be able to access the reduced ticket rate.

You will then need to ensure that the non-membership ticket is set to 0 and the membership ticket is set to 1 before proceeding to the checkout.

You will receive an email confirmation straight after you have purchased your ticket, along with an Order Summary and VAT invoice. You will receive 2 reminders before the event which will contain the Zoom link for the course.

Register now on EventBrite

Back to Training