Countrywide Tax & Trust Corporation Ltd

Countrywide Tax & Trust Corporation Ltd Countrywide Tax & Trust Corporation Ltd is a specialist organisation committed to safeguarding your family's inheritance throughout the generations.

Countrywide Tax & Trust Corporation Ltd is committed to ensuring that your home and savings are protected. With our specialist knowledge across a number of different sectors and a wide range of In-House professionals, we aim to provide a tailor made estate planning solution for each client. As a market leader, we can offer you our advanced strategies for less.

31/12/2022

2️⃣0️⃣2️⃣2️⃣ has been a special year for Manor Park RFC on and off the pitch. The foundations for all we’ve achieved has been built upon an incredible group of sponsors. Thank you for everything you’ve done for our grassroots, fully amateur club. It means the world to every single one of us. Happy New Year - we look forward to seeing you in 2️⃣0️⃣2️⃣3️⃣ 🟥⬛️

Calling all advisers and members!You may have noticed changes to our group branding over the past couple of months as we...
27/10/2021

Calling all advisers and members!

You may have noticed changes to our group branding over the past couple of months as we’ve introduced ‘CTT Group – a multi-disciplinary support for the UK’s professional adviser community’.

We want to make sure you are kept informed of all our latest news, training courses, and webinars.

Follow us on our new LinkedIn page - CTT Group - to ensure you’re up to date with everything going on at CTT Group!

https://ctt-group.co.uk/

30/09/2021

Our Conveyancing department are now recruiting for a Conveyancing Administrator!

Within this role, you'll be working in a busy Conveyancing team to deal with Conveyancing into Trust transactions, as well as using case management systems to help resolve historical issues.

For more information and to apply: https://countrywide-gableshouse.co.uk/vacancies/conveyancing-administrator/

We place an exceptionally high value on the training we provide and fully support our team members to further their legal careers with us by obtaining industry recognised qualifications such as STEP and CILEx. So, if you’re interested in joining a fast-growing and innovative company, we would love to hear from you!

View all of our vacancies and see what we have to offer: www.countrywidegroup.co.uk/careers

📢 Register now for Superhero Webinar 82: Planning for Planning for Clients with Additional (most commonly rental) Proper...
17/09/2021

📢 Register now for Superhero Webinar 82: Planning for Planning for Clients with Additional (most commonly rental) Properties! 📢

Topics include:
✔️ What should a client's Will look like if they own additional properties?
✔️ What options exist for lifetime planning to:
- Reduce IHT
- Reduce IHT and retain the rent
- Defer CGT
- Mitigate CGT
✔️ Brief overview relating to corporate structures (incorporate/family investment companies)

Register your place on our FREE webinar!
All Webinars commence at 10:00am and finish at 11:00am

Friday 8th October: https://bit.ly/3kidcAB
Monday 11th October: https://bit.ly/2VNlnvo

Have you thought about what the ‘new normal’ can mean for your business and the future of instruction taking?Just like m...
16/09/2021

Have you thought about what the ‘new normal’ can mean for your business and the future of instruction taking?

Just like many of us, a lot of the way we work with clients has moved online, using Zoom, Facetime, Google Meet, or various other video conferencing tools.

But do you know all the risks that are involved in virtual instruction taking online and how this can impact you and your business? More importantly, what you can to do mitigate those risks?

Why not join our Legal Director, Charlotte Ponder TEP LLB (Hons), our Vulnerable Client Care Acting Team Leader, Elizabeth Shimmell, and our In-House Counsel at Countrywide Tax & Trust Corporation Ltd & Director of CTT Law Ltd, Anthony Mbanefo-Harris LLB (Hons), for a review of your instruction taking practices, and ensure that you are following ‘best practice’ in the virtual world.

Agenda:
✔️ Risk and future claims against the instruction taker
✔️ Virtual instruction taking
✔️ How to ID your client

This course is being held on Monday 27th September from 9:30am-1pm. To book your place, click here: https://bit.ly/3ykpMDh

We talk about the use of Trusts as a means of protection for your clients and their families, but how does a Trust ensur...
15/09/2021

We talk about the use of Trusts as a means of protection for your clients and their families, but how does a Trust ensure that the assets are utilised for the chosen beneficiaries? Are you clear on the possible implications in relation to divorce and long-term care if Trustees (and Beneficiaries) disclose trust assets and information to third parties?

What do Trustees need to do to ensure that the wishes of the Settlor are followed? What do they need to be aware of when considering how best to achieve the aims in the Memorandum of Wishes? Do they know how best to anticipate and manage the needs of the beneficiaries across the lifetime of the Trust, which could be up to 125 years (in England & Wales).

Having just launched a new software process to arrange and hold Trustee Meetings, join us for a ‘deep dive’ into the importance of Trust Management – and understand what can go wrong if Trustees aren’t aware of the duties they are placed under.

Register now for ‘Countrywide Tax and Trust Corporation Ltd’s Complete Guide to a Life Cycle of a Trust’ on Monday 20th September! Click here to book your place and to view the full agenda: https://bit.ly/397ufiv

LAST CHANCE TO REGISTER FOR SEPTEMBER FOUNDATION COURSE!Our Estate Planning Foundation Course introduces Will Writing an...
13/09/2021

LAST CHANCE TO REGISTER FOR SEPTEMBER FOUNDATION COURSE!

Our Estate Planning Foundation Course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain, and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

Structured in 5 rewarding, professionally developed and comprehensive online morning sessions the course has been tailored for both new and experienced professionals alike. We provide the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning.

Whether you are a sole trader, small firm, part of a larger network new to the business or an experienced Will writer, we have tailor made partnerships to suit everyone.

For more information, to see the full agenda or to book your place, click here: https://bit.ly/38N1bgb

With the government restrictions showing no sign of abating, clients are continuing to embrace the world of conducting b...
10/09/2021

With the government restrictions showing no sign of abating, clients are continuing to embrace the world of conducting both business and pleasure via Zoom, Facetime, and Google Meet (other video conferencing facilities are available).

There’s been a lot of talk about the ‘new normal,’ but the more likely it becomes that the way we live now is here to stay for longer, have you thought about what it really means for your business?

Lots of you have been forced to change and adapt the way you take instructions due to the ongoing restrictions, but have you taken time to think about what else you could or need to do if this really is the future of instruction taking as we know it? Do you know all the risks involved in virtual instruction taking for yourself and your business, and more importantly, what you can do to mitigate those risks?

Join our highly qualified team for a review of your instruction taking practices and ensure that you are following ‘best practice’ in the virtual world.
Topics will include:
✔️ Risk and future claims against the instruction taker
✔️ Virtual instruction taking
✔️ How to ID your client

This course is being held on Monday 27th September from 9:30am-1pm. To book your place, click here: https://bit.ly/3ykpMDh

September is already here, and with the kids heading back to school, why not take some inspiration from the kids and lea...
08/09/2021

September is already here, and with the kids heading back to school, why not take some inspiration from the kids and learn something new!

By simply extending your range of services you can increase your client bank, add value to your practice, generate a new income stream and future proof your business! People will always need professional help to put their affairs in order and ensure their loved ones are protected if the worst were to happen and this is where we can help you to help them.

Our Estate Planning Foundation Course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

Structured in 5 rewarding, professionally developed and comprehensive online morning sessions the course has been tailored for both new and experienced professionals alike. We provide the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning.

Whether you are a sole trader, small firm, part of a larger network new to the business or an experienced Will writer, we have tailor made partnerships to suit everyone.

For more information, to see the full agenda or to book your place, click here: https://bit.ly/38N1bgb

What do Trustees need to do to ensure that the wishes of the Settlor are followed? What do they need to be aware of when...
06/09/2021

What do Trustees need to do to ensure that the wishes of the Settlor are followed? What do they need to be aware of when considering how best to achieve the aims in the Memorandum of Wishes? What can go wrong if Trustees don’t understand their legal obligations?

Hosted by Andrew Drakes TEP, Estate Planning Helpline Team Leader, Danielle Griffiths, Trust Management Team Leader, and Charlotte Ponder LL.B (Hons) TEP, our Legal Director.

We cover all the information you need to understand the Life Cycle of a Trust. Topics include:

✔️ Why your clients need a Professional Trustee
✔️ How to appoint Trustees
✔️ What’s involved?
✔️ What the Trust Administration process involves
✔️ When and why should Trustee meetings be held
✔️ What happens at a Trustee meeting
✔️ The Process using Countrywide Legacy
✔️ What’s in it for me?

This course is being held remotely on Monday 20th September from 09:30am - 1:00pm.

For more information and to book your place, click here: https://bit.ly/38H0RPU

The ability to cater to all clients is becoming increasingly demanding, and thus, having everything you need in your dra...
03/09/2021

The ability to cater to all clients is becoming increasingly demanding, and thus, having everything you need in your drafting ‘toolkit’ is vital.

Do you already deal with clients that are business owners or are looking to assist more clients who are business owners? In either case, you may need support in assisting with their needs, in which case this webinar is for you!

The webinar will cover:

✅ Business and Agricultural Relief: What are they and how do they work from an Inheritance Tax perspective
✅ What should a corporate client’s Will look like? Not the same as a non-corporate client’s for sure! We look at the importance of the specific legacy of any business assets and the consequences of not having one!
✅ Cross/Double option agreements: Every corporate client should consider one! The tax efficient way of ensuring business continuity whilst at the same time making sure the client’s family are compensated when they pass away.

If you are looking for support in this area register for our FREE Superhero webinar: Planning for Clients with Business / Agricultural Assets today!

All Webinars commence at 10:00am and finish at 11:00am
Friday 10th September: https://bit.ly/3kS9VHf
Monday 13th September: https://bit.ly/38DVdhy

02/09/2021

We’re looking for an individual with a “can-do” attitude to join our ever-growing Probate team.

Working closely alongside with members of the team, and various other departments, you will make effective use of case management systems and ensure efficient use of time and resources.
Countrywide values its’ dedication training and developing employees to further their careers by undertaking professional qualifications such as STEP and CILEx. If you want to work for an ever-evolving company, we want to hear from you! https://bit.ly/3DJkup0

Want to find out more about this role and the company, click this link https://bit.ly/3gS5z1W

Address

Gables House, 62 Kenilworth Road
Leamington Spa
CV326JX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441926514390

Website

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