Exclusive Advisor Website
Crammed full of information and resources here you will find everything you need for your business.
Your Resource Platform
The Countrywise Extranet is a “members only” unique online training and support tool and has been specifically designed for Will and Estate Planning Advisors. It is crammed full of resources, useful to both those who are new to the business and established Will writers alike. Countrywise is accessible to you whenever you want, wherever you want to use it, all you need is an internet connection and your membership Log In details and away you go.
Your Countrywise Extranet, everything you need at the touch of a button.
- Webinars and Training Videos
- Products & Services
- P.A Service
- Marketing Materials
- Flying Start Sales Tips
- Staff Contacts
We understand that you may not always have the time to watch our webinars when they are broadcasted, or that you may want to recap on a particular subject. With this in mind, all of our topical webinars are recorded and added to our Extranet to view, along with the slides and any handouts.
Also available is our Training videos on a wide range of topics. Below are a few examples of the resources available to you.
Webinars & Slides
We have over 30 webinars and presentation slides on a variety of topics for you to watch at your own convenience. Our webinars are free to watch and by being a Countrywide Member, it means that you can replay any of our webinars or view any of our slides. Please see a selection of our past Webinars and slides below:
Supermen Webinar 23
What Properties to benefit the Client should the Asset Protection Trusts have (PPPT)?
Supermen Webinar 28
Residence Nil Rate Band - Fact or Fiction?
Training Videos & Slides
Whether you want to recap from one of our courses, need help with how to conduct your client meetings or would like to know more about our systems and software, we have all the resources you need.
- Foundation Day 1
- Foundation Day 2
- Roleplay videos (24)
- Software Training
- Systems Training
All of which you can view and download on your Countrywide Members Extranet site
Supermen Webinar No.1
IHT Planning, Rysaffe Update and Business Property Relief
Supermen Webinar No.2
Life Assurance Trusts, STEP Code, BPR and Qualifying Investments
Supermen Webinar No.3
Trust of Land, Gifting, Discounted Gift Trusts for Buy To Let Properties and Multiple Trusts
Supermen Webinar No.4
LPAs, Reciprocal Gift Trusts, Pension Death Benefits, Care Act 2014, Brussels IV, BPR Investments and EIS
Supermen Webinar No.5
The New Care Act
Supermen Webinar No.6
Pensions Death Benefits
Supermen Webinar No.7
Deed of Variation & Live Trust Planning
Supermen Webinar No.8
Budget Analysis (2015) and our response
Supermen Webinar No.9
Pensions and Lifetime Settlements
Supermen Webinar No.10
Budget Update and Cross Option Agreements
Supermen Webinar No.11
IHT Planning options for clients
Supermen Webinar No.12
Options for Year End Tax Planning
Supermen Webinar No.13
Welcome to Live Trusts
Supermen Webinar No.14
Investments Schemes and an introduction to the Conveyancing Department
Supermen Webinar No.15
Planning for Buy to Lets, including Incorporation into Limited Companies
Supermen Webinar No.16
An update on the Budget Changes and introduction to the Systems Department
Supermen Webinar No.17
Care cases and an introduction to the Probate Department
Supermen Webinar No.18
Estate Planning tips, overlooked opportunities and an introduction to the Processing and Administration Department
Supermen Webinar No.19
Importance of the correct Business Clause within the Will and an overview of Business Lasting Powers of Attorney
Supermen Webinar No.20
Planning for Disabled and Vulnerable clients, including Personal Injury Trusts
Supermen Webinar No.21
Deeds of Variation and Trustee Meetings
Supermen Webinar No.22
Flexible Life Interest Trusts (FLITs)
Supermen Webinar No.23
What properties to benefit the client should the Asset Protection trusts have (PPPT)?
Supermen Webinar No.24
Autumn Budget Update 2016 & Estate Administration and Trustee services
Supermen Webinar No.25
"Trust", a New Year refresher
Supermen Webinar No.26
The Residence Nil Rate Band - How will it be used in practice>
Supermen Webinar No.27
Discretionary Trust v Life Interest Trust v FLIT
Supermen Webinar No.28
Residence Nil Rate Band - fact or fiction
Supermen Webinar No.29
Which Trust? And its advantages? Definitive guide to CTTC Ltd's Trust range
Supermen Webinar No.30
Asset Protection Trusts (PPPT) & RNRB
Supermen Webinar No.31
Clients who own Buy To Let property
Supermen Webinar No.32
Estate Planning Update - what's changed?
Supermen Webinar No.33
Protecting IHT Allowances
Supermen Webinar No.34
How Discretionary Trusts save your clients IHT
Supermen Webinar No.35
Maximising IHT Reliefs
Supermen Webinar No.36
Cross Option Agreements and Multiple Trusts
Supermen Webinar No.37
Death in Service Benefits and Pension Death Benefits
Here you will find details of all of our many Products & Services, which you may want to recommend to your clients, to complete their Estate Planning requirements.
From Standard Wills to Corporate Solutions and even Tax Mitigation Strategies, each product and service we offer has it's own mini website, which provides you with an overview of the actual product, or service and how it might best help your clients.
Opposite are some of the products and service information available on the Extranet. Each has its own mini website detailing what it is and what it can do for your clients. There is supporting literature and/or marketing materials to assist you at the point of sale, all of which you can download and print.
In addition, there is a point of contact for each Product & Service we provide, so that you can call or email, if you have any queries, or require any advice.
We are always happy to help and further training is available, on request.
Products & Services
- Standard Wills & Trusts established on death
- Asset Protection Strategies
- Estate Planning Helpline
- Family Life Assurance Trusts, Family Pension Death Benefits Trusts & Deed of Assignments
- Family Probate Preservation Plus Trust
- Trust Investments
- Live Trusts
- Lasting Powers of Attorney
- Further Powers of Attorney
- Business Succession Planning
- Cross Options using Relevant Life Policies
- Our Conveyancing Services
- Deeds of Variation
- Stamp Duty Land Tax Mitigation Scheme
- Professional Services
- Prenuptial Agreements
- Funeral Plans
- Care Planning Challenge Support
- Writing your own Estate Planning
Countrywide have introduced a Professional P.A. Service which allows you to focus on the more important aspects of your business. Why waste valuable time on paperwork when you can utilise your time more proactively, by generating more business and so, increase your earnings.
As an Advisor, you will work really hard prospecting for new Clients, appointing and identifying their needs and recommending a strategy which ultimately leads to a sale.
Countrywide have a Professional P.A. Service which allows you to focus on the more important aspects of your business. Why waste valuable time on paperwork when you can utilise your time more proactively, by generating more business and so, increase your earnings.
The P.A. Service will allow you to decide how much, or how little of the Service you wish to use, for each individual case you submit.
Your cases will be processed and managed by one of our qualified Legal Administrators who, will liaise with your clients where appropriate and keep you updated at all times.
You can choose from either the P.A Plus, P.A Service or Data Input Service, by simply ticking the level of service you require, on both the Client Instruction Sheet and then post the case direct to us, for processing.
We have a large collection of marketing materials to use when prospecting for new clients, existing clients or potential clients.
You can view our marketing materials from your extranet account which you can download and print.
Use our marketing materials, such as adverts, brochures, banners, letters, information sheets and exhibition material, all of which you can download and print, with the option of being branded with your Company details and logo.
It doesn't stop there. Our topical articles provide a wealth of information for you and your clients on a large variety of subjects. Being a Countrywide Member means you also have access to our marketing team who can provide you with your own, individual Will and Estate Planning website in a matter of days.
This section will guide you through the business development process, helping you to grow your business. Here we will be focusing on the 5 key areas required to build your Estate Planning Business:
Welcome to CountrywideYou are now part of one of the largest growing Estate Planning Companies in the UK.
There are Help Sheets and Tips available in this section which will ensure that you get off to a Flying Start.
On our Extranet you are able to view the contact details of all of our Departments and staff, which are always on hand should you need any assistance.
01926 514 390
Wills, Trusts, PA Cases, Deeds of Severance, Corrections & Amendments, Deeds of Assignment, Pension Nominations
Estate Planning Helpline
Technical Queries, Finance Sheets, Estate Planning Advice, Will Review Service, Estate Planning Reports
Training Courses, Purchase of Software & Extranet, Contracts, Professional Indemnity Insurance, Membership
Scanning, Incoming Post, Point of Sale Documents, Money Laundering and Identity Checks
Live Trust Administration
Deed of Variation, Trustee meetings, Deeds of Appointment & Removal, Loan Docs, Absolute Trusts, Trust of Land
Administration of Estates, Grants of Probate
Sales & Purchases, Registrations, Restrictions, Transfer of property
Payments, Commissions, Direct Debits
Stamp Duty Land Tax
Stamp Duty Land Tax (SDLT), Mitigation for Property or Land both Individual and Corporate
Extranet Advice, Websites, Cartoons, Rebranding, Advertising, Business Stationery
Management & Business Development
Sales, Business Development, Human Resources
Registrations, System login Assistance, System Errors (Countrywide Systems Only), Legacy Software
Offshore Planning, Investments, Pensions / Life Cover, Mortgage Valuations & Withdrawals
Clive Ponder & Bob Massey - Company Director, Charlotte Ponder - Legal Director, Spencer Tattam - Technical Director