Important information

Please be aware that there will be a temporary disruption in our web services. This is due to necessary maintenance work that will be taking place from Friday 1st December until 12:00 on Saturday 2nd December.

Thank you for your patience and we apologise for any inconvenience caused.

Trust solution tool

This tool concentrates on inheritance tax (IHT) mitigation.

Selecting an appropriate trust is something that requires the specialist advice of an advisor and in response to a series of questions about your client's specific case and circumstances our tool can make a broad suggestion from Canada Life’s wide range of trusts.