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Bonds vs Collectives

Choosing the right tax wrapper can pay dividends when it comes to lump sum investments, take an in-depth look at the options along with support material for you and your clients. 


Be prepared when communicating complex topics to your clients. The briefing notes provide a wealth of information on inheritance tax, trusts and pensions.

Investment bonds & UK tax
Hold-over relief
Assignment of policies

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Product Summary

Lump Sum Investments
An easy to understand, competitively-priced UK-based investment bond offering a range of product options and access to a high quality range of investment funds from Canada Life’s investment team and investment partners around the world.

Further information
Select Account Key Features
Select Account Application form
Select Account Charges and Fees
Select Account Guide
Client facing Video
Full range of Select Account Literature

Discover other international solutions

Product Summary

Lump Sum Investments
For those seeking investment flexibility the Premiere Account is an international bond offering access to a wide-range of options including access to almost any investment fund from around the world, investment platforms and discretionary management.

Further information
Premiere Account Key Features
Premiere Account Application form
Premiere Account Charges and Fees
Premiere Account Guide
Client facing Video
Full range of Premiere Account Literature

Discover other international solutions

Product Summary

Lump Sum Investments
The Premiere Europe Account is an international bond offering a similar level of investment flexibility to the Premiere Account but through a provider based in Dublin, Ireland. This offers beneficial VAT treatment for discretionary management fees.

Further information
Premiere Europe Account Key Features
Premiere Europe Account Application form
Premiere Europe Account Charges and Fees
Premiere Europe Account Guide
Client facing Video
Full range of Premiere Europe Account Literature

Discover other international solutions

The value of investments can fall as well as rise.

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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.