Technical Eye adviser magazine

Take a look at our last Technical Eye for 2019, Canada Life’s adviser magazine which focuses on technical issues around retirement planning, tax and estate planning and investment solutions. 

In this edition we have a number of articles on various topics such as a look at the impact of putting business property into a discretionary trust and how the wealth preservation trust can be used to cover unexpected expenditure in later life. We also look at how the lifetime allowance charge is calculated; a case study on phasing annuitisation along with personal injury trusts and will trusts. 

Read it here

Technical eye


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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 and the Prudential Regulation Authority.