Superhero Webinar 77: Estate Planning for Corporate Clients

The Countrywide Tax and Trust Corporation toolkit is designed for you as Estate Planning professionals to be able to give your clients both best advice through our Estate Planning team and the best documentation via our in house developed Legacy software.

The ability to cater for the corporate client though can be more demanding, and thus more rewarding. The solution is again the same, we have the Estate Planning team to support our members and the Legacy software that can draft whatever it is you need.

We offer Business estate planning to suit every type and size of business your clients own, taking the standard planning options available on the High Street a significant step further. .

We recognise that many estate planners don’t have the proper tools, knowledge and support to deal with some corporate client requirements and thus are missing opportunities to both provide the correct advice and service to these clients, whilst also boosting their own earning potential.

The latest in our Superhero Webinar series will give you an overview of:

  • Business Relief: What you need to know.

What is it, when might it apply and at what rate, in addition to how does it operate?

  • What should a Corporate client’s Will look like?

Did you know that if a specific legacy of any business assets in a Will is not included, then the relief could be partially wasted! Don’t be responsible for this loss for your clients and tune in!

  • Planning for incapacity: Business LPAs:

For those clients who wish to appoint separate attorneys for their business affairs. Are you offering this to your clients?

  • Cross/Double Option agreements (the Company Will):

These present a great opportunity for you to separate yourself and the service that you can offer to other practitioners in the field. We will cover the basics of what you need to know and how to ensure that you undertake this planning in the most tax efficient manner as possible, which can yield Inheritance Tax, Capital Gains Tax and Income tax savings, both for your clients and their beneficiaries!

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Register on Friday 14th May –

Register on Monday 17th May –


This article was submitted to be published by Countywide Tax and Trust Corporation as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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