Your success is our goal...
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)
...so, if Corporate and High Net Worth clients are part of your business or your introducers, this course is right for you.
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 sophisticated advice!
So, if you are an experienced Estate Planner with high net worth clients with assets in excess of ￡1,000,000 - excluding the main residence - then this course will help you become the very best you can be!
Agenda: Part One - Tuesday 17th September:
BRAND NEW
NEW AND UPDATED to include:
An update on the Consultation into the Simplification all you need to know!
- CGT uplift on death – the final nail in the coffin?
- IHT allowances – What are the proposed changes and their potential impact
- An overview on how it may impact “our” clients
- First things first – Making the most of IHT allowances
- Making provision for dependant relatives can be IHT free immediately!
- When is a GROB not a GROB?
- RNRB and the Flexible Family Trust
- The workings of the Flexible Family Trust post death
- Multiple Trusts and periodic charges… How to break the relationship!
- Dealing with Life Assurance correctly - Debt deductibility - Life policies in excess of the NRB
- Trust of Land Gifting and deferring CGT
- The applications of declarations of Trust in estate planning – don’t miss opportunities!
- Investment Bonds and Trust taxation
Agenda: Part Two - Wednesday 18th September:
This is the second of a two part one day course which looks in detail at the following:
Advanced planning for High Net Worth clients
- Business and Agricultural Relief
- - A brief guide
- - Death Planning for HNWs with BR assets
- - Section 39a IHTa 1984: How to plan for interaction
- - Cross/Double Option Agreements
- Business disposal prior to sale: How to plan
- BR Investments: What is out there?
- Death Planning for Non – Dom clients
- Incorporation – It’s not for everyone!
- Ltd Company Share structures and school fees planning
- Family Investment Companies – A Brief look
- Qualifying Non-UK Pension Schemes (QNUPS) – An option for your clients?
- Qualifying Recognised Overseas Pension Schemes – An opportunity
- Unit Linked Annuity – Lifetime allowance planning
- Why Spousal Bypass Trusts are not dead!
"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
Please note you do not have to attend Part 1 before Part 2
