Canada Life

Tax and Estate Planning

 

Since 1975 we have worked with industry experts and tax specialists to develop a comprehensive range of onshore and offshore inheritance tax trusts and packaged estate planning solutions. We pride ourselves on our technical expertise, advice and support in this area and these skills have allowed us to develop unique solutions which have stood the test of time.

The following links provide more information on our onshore estate planning products and trusts.

Wealth Preservation Bond

The Wealth Preservation Bond is a series of single premium life assurance policies that allows you to receive an annual regular 'income', which can be taken in full, in part or deferred to a future date. It truly is a variable inheritance tax solution.

> Client Guide
> Key Features

Trusts

Whatever your circumstance Canada Life has a trust to suit your individual needs. All of our trusts have been drafted by leading tax and trust specialists and checked and approved by Legal Counsel for their IHT effectiveness and don't fall within the pre-owned assets tax regime.

> Introduction to Trusts