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CTT Professional Services

We exist to provide Professional Advisers with tailored support to relieve heavy workloads and elevate their client services to the highest level of excellence.

Unlock Your Business Potential

Whether you’re a Solicitor, Financial Adviser, Estate Planner, Will Writer, or Mortgage Broker, we have dedicated teams of hand-picked experts ready to help you broaden your knowledge, streamline your processes, and grow your business. Learn more about how CTT’s Professional Services can support you and your practice and enhance your client offering below.

CTT’s Three Steps to Success

CTT’s Professional Services deliver client support in three main areas of business and personal development. Clients can choose to tailor these services, with a focus on those most suited to meeting their needs and achieving their goals.

01 Knowledge

Training

All CTT courses and webinars are run regularly and remotely by our licenced team of professionals, so you can fit your learning around your busy schedule – no need to cancel client meetings or take time off. Our online sessions are also live and interactive, giving you one-to-one access to a wealth of industry knowledge and insight.

With CTT’s training courses, you can be sure you stay abreast of the latest legal and industry developments, learn new skills and identify potential growth opportunities, all while networking with fellow industry professionals.

CTT specialises in delivering advanced training programmes, one-day courses, and webinars to professional advisers wanting to broaden their knowledge in their chosen field.

We hold ourselves and our members to an exceptionally high standard. Whether you’re a Solicitor, Financial Adviser, Estate Planner, Will Writer, or Mortgage Broker, we have the perfect training course for you to develop your expertise and deepen your understanding, so you can provide your clients with the best possible service and most up-to-date solutions.

CTT Training Portal

It’s now even easier to access CTT’s advanced training programmes and courses through our digital Training Portal,

an online platform that lets you view, book, and review course and personal information at the click of a button. Keep up to date with the latest CTT training opportunities, enrol on new courses, and review your test results, all in one convenient location.

The Training Portal also allows businesses to manage multiple course bookings and assign them to individual staff members, to help you streamline your training processes and stay updated on your team’s progress.

Spotlight Webinars With CTT Technical Director, Spencer Tattam

With over a decade of professional experience as a Financial Adviser and a STEP Diploma in Trusts and Estates, Spencer Tattam has a well-deserved reputation for technical expertise and is a renowned presenter throughout the industry. Join Spencer every month for a free and enlightening industry-inspired webinar, covering recent and relevant topics on legislation and demystifying complex estate and financial planning issues that commonly cause problems for professional advisers and clients alike.

This is an opportunity for you to expand your knowledge, drawing on Spencer’s vast encyclopaedic grasp of industry know-how, with a live Q&A session at the end.

02 Tools

Legacy Software

This information then generates a personalised Recommendation Report of the most suitable legal products for your client, followed by a Confirmation of Instruction Report once the client has accepted their estate planning options. These digital reports are not only quick and convenient for clients to access, they also support advisers’ audit trails, thereby reducing risk.

This seamless onboarding, along with a host of other time-saving features, is available exclusively through Legacy Portal.

Legacy Portal is the new, easy-to-use digital platform that allows clients to take control of their estate planning.

With its intuitive factfinding feature and user-friendly design, Legacy Portal invites clients to enter their personal details and unique estate-planning requirements at home in their own time. The platform then creates personalised animations based on the client's information, illustrating the different legal products and the various outcomes of applying them to their estate.

03 Growth

The Partnership Team

At CTT, we’re passionate about exceptional client service and delivering the best possible support to the Professional Adviser community.

To ensure we live up to this promise - giving you the help and advice you need, when you need it, to grow your business and develop your skills - we’ve created the Partnership Team.

The Partnership Team is here to smooth the process of requesting and receiving personalised support across the full range of CTT’s services. From administration, document processing, and membership queries to guidance on challenging legislation, technical assistance with our software solutions, or advice on CTT’s training programmes, the Partnership Team will put you in touch with the right CTT department to answer your questions, fulfil your requirements, and set you firmly on the path to growth success.

Introducing Legacy Portal

Legacy Portal is the new, easy-to-use digital platform that allows clients to take control of their estate planning.

With its intuitive factfinding feature and user-friendly design, Legacy Portal invites clients to enter their personal details and unique estate-planning requirements at home in their own time. The platform then creates personalised animations based on the client's information, illustrating the different legal products and the various outcomes of applying them to their estate.

This information then generates a personalised Recommendation Report of the most suitable legal products for your client, followed by a Confirmation of Instruction Report once the client has accepted their estate planning options. These digital reports are not only quick and convenient for clients to access, they also support advisers’ audit trails, thereby reducing risk.

This seamless onboarding, along with a host of other time-saving features, is available exclusively through Legacy Portal.

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