CTT’s Partnership Team – Your professional advisory business partner

At CTT, we specialise in delivering a wide range of professional support services to practitioners across the private client sector.

Our diverse membership includes representatives from all corners of law and finance, including IFAs, solicitors, chartered accountants, mortgage advisers, will-writers, and estate planners.

The Partnership Team provides a holistic and hands-on support approach to meet the varying needs of our members and relieve the burden of increasing workloads.

We also deliver software solutions, specifically designed to assist advisers in their legal document processing and the running of their businesses. CTT’s Legacy software helps maximise efficiencies in client communications through its client-facing app, which generates personalised digital reports for clients and educates them on the various estate planning roles and products. It can also be used to generate referrals and secure future business through its data-driven insights.

In this respect, CTT is a one-of-a-kind support mechanism for professional advisers. Through our collective team of experts in tax, law, and trusts we can tackle any client case, no matter how complex.

Personalised support

These are the support tools you gain access to as a CTT member. But the real benefit is when you join CTT, you are not just another number on the list; you become a valued, professional partner whose individual needs and business goals are our primary concern.

By taking the time to get to know you and your business, we ensure you get the help you need where you need it most. This bespoke approach to working with our members is all possible thanks to the expertise of our Partnership Team.

With instant access to all CTT’s support provisions under one roof, our Partnership Team helps you create a customised business development plan that takes advantage of the full range of CTT’s services and implements them in a way that aligns with your specific growth targets.

Led by an acknowledged leader in this field, Director of Partnerships, Jonathan Maskew, the team is dedicated to helping you access the right CTT training and expert advice.

“At CTT, we’re passionate about exceptional client service and delivering the best possible support to our professional adviser community,” says Jonathan.

“The Partnership team are here to build a relationship with you that goes beyond CTT as a resource; we’re your professional advisory business partner. We’re here, ready to pick up the phone. If you need answers and assistance right away, we can put you in touch with the right CTT expert to help you. If you’re struggling to make sense of a client case or you’re snowed under with work, we can help with that, and if you have ideas you want to discuss, we’ll come and meet with you face-to-face, to really understand what you want to achieve and how we can help you achieve it through CTT.”

Data-driven insights

The Partnership Team also provides insights into how you can make use of the latest technology advancements through Legacy Software, and even offers consultations on business growth strategies and making the most of your will bank or client database.

“It’s all very well having access to client data, but without the right insight and support in how to utilise it, it’s not doing its job,” explains Jonathan. “We specialise in giving advisers that additional knowledge and support, so they can really dig down into their client data – and then we help them find ways to put it to work as part of a much bigger growth strategy that works for them and is tailored to their business.”

A comprehensive service

The range of support and additional services available to advisers through CTT – and the variety of ways there are to access it – mean you have huge scope when it comes to customising your growth plans.

The Partnership Team gives you direct access to all this and:

• On-demand advice and expertise
  Access CTT’s AI Chatbot 24/7 with answers to over 1,000 most frequently asked industry questions, or simply contact CTT directly to speak with one of our varied experts to get the answers you need.
• Exclusive CTT Trusts
  Created by our team of legal experts, gain use of exclusive tax-efficient CTT Trusts for your clients. Learn how to implement them from the trust specialists behind them, including CTT Technical Director Spencer Tattam.
• Estate Planning Guidance
  Get specialist insight and support on complex cases, with document checking and assistance with drafting.
• Additional support services
  As well as practical support with running and growing your business, we also provide members with additional services to help things run smoothly. Our Client Care Support team advise on working with clients who’ve lost capacity, and their families, while our Risk & Legal support team gives you advice on compliance and risk management.

Book a consultation with the Partnership Team to find out how CTT Group can best support you and your business https://professional-services.ctt-group.co.uk/book-consultation.