Archive for Month: February 2017
Always goes that extra mile to help
During the time that I have been an adviser and subscriber to CWTT, Many times I needed clarification about certain estate planning on behalf of my clients, I have approached Hayley Ponder on numerous occasions seeking help. What I found was a dedicated person who is never tired of directed me to the team, Whether it be software issues, legal information, She always goes that extra mile to help, with a smile in her voice, Thank you Hayley.
Anthony Heath, Wills For You
Well presented and easy to follow
Thank you for concise and informative webinar. Being fairly new to this line of work I was expecting to feel overwhelmed but information was clear, well presented and easy to follow.
Fiona Allison
Ahead of the game
Well done to CTT being ahead of the game with the new Hybrid Discretionary Trust ….. Another learning curve for us all.
Steve Cornish, Steve Cornish Solutions
Dealt with very well
A very complex area dealt with very well by the presenters.
Geoff Milward, Wincham Consultants Ltd
An excellent Webinar
An excellent webinar. I’m very pleased to hear that CW are writing to all clients to advise of the changes and also that the hybrid trusts will provide the level of protection sought by both the clients and the advisors.
Ian Lovelace, Lovelace Trust Solutions Ltd
