Briefing Notes

The ican team produce briefing notes on a variety of topics to help explain and simplify some of the key areas of financial planning such as Estate planning & trusts, Tax & investments and Pensions planning. These are available below:

Estate planning and trusts

Briefing notes designed to cover topics and themes connected to inheritance tax in general, mitigating this tax and trust-based estate planning solutions.

The Briefing Notes

Tax and investments

Briefing notes relating to the taxation of investments; UK and international investment bonds and collective investments, held by individuals, trustees and companies, and how these can be used for financial planning.

The Briefing Notes

Pensions planning

Briefing notes that take a look at various pension topics that can affect individuals, with focus on the issues in pre-retirement and accumulation, at retirement and decumulation and around pension death benefits.

The Briefing Notes

This website is for UK professional advisers only and is not approved for use by private customers.

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 and regulated by the Financial Conduct Authority.