Countrywide Legacy® has been written and built by our team of experts, and barristers, to not only draft legal documents, but also assist in running your whole business more efficiently. Having spent so many years in the Will writing industry, taking instructions from clients ourselves, we understand just what you need and this is reflected in our Software.
Our expertise means we are always ahead of legislation changes, developing innovative strategies to protect your clients and ensuring our software guides you seamlessly through the entire process. For example, Countrywide Legacy® protects you from creating a tax event, and we have also developed a Discretionary Trust which automatically qualifies for the new Residence Nil Rate Band, without Trustees needing to make an appointment, and so much more.
OUR DIRECTORS
Clive Ponder BSc CEng FIMMM TEP
Clive Ponder is a Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma.
Bob Massey BSc DipPFS TEP
Bob Massey is a Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma. He is also an IFA qualified to Dip PFS level.
Spencer Tattam BA(Hons) DipPFS TEP
Spencer Tattam is a Technical Director. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma, and is an IFA qualified to Dip PFS level.
Charlotte Ponder LL.B (Hons) TEP
Charlotte Ponder is a Legal Director and previously trained and qualified as a Solicitor. She is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma, and is a member of FLBA and CHBA.
Andrew Houston Chartered FCSI
As the newest Director of the Countrywide Group team, Andrew has headed Barclays' Wealth Management business for the last three years, and so brings a depth of industry experience with him to his new role.
During that time he became a Chartered Fellow of the Chartered Institute for Securities & Investment.
TRUST & ESTATE PRACTITIONERS
Lucy Towey DipPFS TEP
Lucy Towey is a Trust & Estate Planning Practitioner. She is a full member of the Society of Trust and Estate Practitioners (STEP) and has successfully completed the STEP Diploma, and is an IFA qualified to Dip PFS level.
Andrew Drakes TEP
Andrew Drakes is a full member of the Society of Trust and Estate Practitioners (STEP) and has successfully completed the STEP Diploma.
James Fisher DipPFS TEP
James Fisher is a Trust & Estate Planning Practitioner. He is a full member of the Society of Trust and Estate Practitioners (STEP) and has successfully completed the STEP Diploma, and is qualified to Dip PFS level.
