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Showing articles tagged: Estate Planning

Bonds remain firm fixture in portfolios moving into 2019

Our new research shows nearly three quarters of advisers considering writing more bond business.

Paraplanners chart course for bigger role

What’s the future for paraplanners? Our latest research reveals their impacts and big opportunity they have in the industry.

12 Jul

IHT - What were you doing in 2011?

If you were writing IHT business back in 2011, we know that for chargeable lifetime transfers, a client’s NRB renews every seven years – so any IHT business you wrote back in 2011, or earlier, has now dropped out of the client’s estate.

14 Mar

Families set to pay millions in unnecessary tax

Canada Life’s annual inheritance tax monitor has revealed that over half (51%) of over 45s do not know that ISAs are liable for inheritance tax, leaving families across the UK set to pay millions in unnecessary taxes.

1 Mar

Multiple Gains – the simple calculations advisers need to know

In this article we consider the impact of chargeable event gains arising on more than one investment bond in the same tax year.

6 Feb

One in twenty five people believe they are ‘million-heirs’

One person in 25 expect to become ‘million-heirs’, and inherit an estate worth £1 million or more, according to Canada Life’s annual Inheritance Tax Monitor survey of people over 45. Around one person in 50 expects to inherit more than £5 million.

16 Jan

Passive and risk target managed solutions look to shake up the market

In November Canada Life expanded its successful multi-asset range by launching five new, low cost life and pension funds, complementing its comprehensive active range with its first large-scale push into passive funds.

19 Dec

Taxing by the pool

The recent UK Budget statement included the new tax rates for 2018/19, changes to legislation and announcements regarding future consultations.

12 Dec

Our most common queries on chargeable events no.4 & 5

Continuing our focus on the most common questions around chargeable events, we look at our final two queries, Student loans and chargeable gains and Segment surrender or partial withdrawals.

8 Dec

Advisers: Regulation Keeps us up at Night, not Robo Advice

More than two thirds of professional advisers (67%) say increasing regulation and changes in the regulatory environment are keeping them up at night, according to research carried out among advisers by Canada Life.

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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.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.

News

Showing articles tagged: Estate Planning

Bonds remain firm fixture in portfolios moving into 2019

Paraplanners chart course for bigger role

IHT - What were you doing in 2011?

Families set to pay millions in unnecessary tax

Multiple Gains – the simple calculations advisers need to know

One in twenty five people believe they are ‘million-heirs’

Passive and risk target managed solutions look to shake up the market

Taxing by the pool

Our most common queries on chargeable events no.4 & 5

Advisers: Regulation Keeps us up at Night, not Robo Advice

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Showing articles tagged: Estate Planning

Bonds remain firm fixture in portfolios moving into 2019

Paraplanners chart course for bigger role

IHT - What were you doing in 2011?

Families set to pay millions in unnecessary tax

Multiple Gains – the simple calculations advisers need to know

One in twenty five people believe they are ‘million-heirs’

Passive and risk target managed solutions look to shake up the market

Taxing by the pool

Our most common queries on chargeable events no.4 & 5

Advisers: Regulation Keeps us up at Night, not Robo Advice

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Lifetime Annuities & Scheme Pension

Trustee Investment Plan

Pension Investment Plan

Flexible Drawdown Plan

Fixed Term Income Plan

Wealth Preservation Account

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