Do you need to tailor your knowledge to fit High Net Worth Clients?
Clive Ponder TEP
Director of CTT Group, Founder Owner and Director of Countrywide Tax and Trust Corporation Ltd, CTT Accountancy and CTT Law (SRA regulated firm and a Strategic Partner of CTT Group)
Our 'Planning for Corporate and High Net Worth Clients' course has been developed by our team of experts to help you respond to the ever increasing complexity of high net worth client affairs.
This two-part course will demonstrate how to develop bespoke planning solutions for your clients' individual circumstances, as well as for introducers who recommend high net worth clients, ultimately safeguarding their wealth for future generations.
Serious wealth needs serious advice!
A unique two day course relating to estate planning legislation and the opportunities this presents for wealthier clients, demonstrating its practical application with typical client scenarios/case studies. briefly covering the correct death planning and analysing lifetime planning opportunities too!
Agenda: Day 4 - Tuesday 24th March:
Planning to make a difference to clients and differentiate yourself from the competition
- First things first – Making the most of IHT allowances
- Super Gift Trust – A completely unique Trust to CTTC Ltd!
- Avoiding a Gift With Reservation of Benefit:
- - Gifting a share of a rental property and retaining the rent
- - Gifting your main residence to a cohabiting family member
- Multiple Trusts settled on death: How to break the relationship
- Dealing with Life Assurance correctly: When the life office Trust may not be enough
- RNRB: Planning for the ￡2m taper threshold
- Business Relief (BR) and Agricultural Relief (AR): A brief guide including Replacement Relief
- Estate Planning for HNWs with BR assets including Cross/Double Option agreements: How to do them correctly!
- Business disposal prior to sale: How to plan
- Planning for school fees:
- - Ltd Company share structures
- - Section 11 IHTa 1984
- Planning options for clients with Buy to Lets
- Why Trusts for pension benefits payable on death are not dead!
Agenda: Day 5 - Wednesday 25th March:
Case studies for clients with:
- Case studies for clients with Business Assets
- Agricultural Assets
- Additional/Let Properties
- School fees requirements
- Multiple children/Grandchildren
- Cohabiting children
- Estates in excess of their NRBs and RNRBs
- Assets already in Trust
- Life policies in excess of the NRB
- Estates that suffer tapering/loss of RNRB due to value larger than ￡2m
- Client with estate in excess of NRBs that has lost capacity
- IHT issues post first death for Married couples/civil partners
- - Planning in the IIP
- Recent Inheritances
- And more!
Please note: you must attend Day 1 before Day 2.
Don't just take our word for it!
"Very informative, very well presented and very impressed by your software capabilities." Rex Sevier – Wills, Inheritance Tax and Probate Solutions
"Excellent few days course, lots of content well delivered with good working examples. Well worth time out the office" Mark Dellow – FinAnalysis
"The training and support provided by Countrywide Tax and Trust Corporation Ltd is second to none. It has made me offer far better value to clients and prospects than I could without them. Thank you!" Mohammad Uz-Zaman – ADL Estate Planning Ltd
For more information, or to book your place, please contact:
01926 514 390 Ext 9170 | [email protected]
www.countrywidepartners.co.uk/training-courses