Part 4 - Planning  for clients with an IHT Liability (Part 2)

Part 4 - Planning for clients with an IHT Liability (Part 2)

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£102

Date and time

Location

Online event

Refund policy

Refunds up to 1 day before event

The Advanced Planning Series - Introducing CTT Group’s new courses for those of you with HNW, corporate or clients with complex estates.

About this event

Spread over 5 monthly presentations we will be arming 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 they get the most out of their estate planning process.

You can subscribe to watch any or all of 5 the 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.

Agenda:

Multiple Trusts – how to get multiple NRBs

Life Assurance

BR Investments

Clients with high value pensions and investments QNUPS/QROPS

Get in contact with us today for further information:

T: 01926 514 390 ext 9170

E: newentrants@ctt-group.co.uk

W: www.ctt-group.co.uk

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