Protecting future generations

If your clients want to decide where their wealth goes and who’ll benefit from it, a trust could be the answer. Trusts allow assets to be passed as your  clients direct, while potentially mitigating the effects of Inheritance Tax.

The best of both worlds

Our Wealth Preservation Account is an award-winning solution from the market leader in estate planning.

It's a flexible reversionary trust, designed to let your clients reduce their Inheritance Tax liability but still retain full access to the trust assets through optional yearly payments. These can be deferred if your clients don’t need them, and payments can be made to beneficiaries at any time.

Investment growth is outside of the estate from day one. After seven years, the gift into trust moves out of the estate entirely.

When this happens, your client’s nil rate band becomes available to use again. You’ll then have an opportunity to review their circumstances to understand how they can best invest moving forward. This could be used to invest in another Wealth Preservation Account or a trust.

Use our contact form to learn more or get a quote.

We’re multiple award winning

We're proud of our achievements. Canada Life International won Investment International’s 2024 Best International Trust Product (Wealth Preservation Account) and Best International Portfolio Bond (Premiere Account).