Webinars

24 Apr 2019

Getting periodic charges right - the key calculations

Date: Wednesday 24 April | Time: 11:00am - 11:45am

Many trusts are subject to ten year anniversary charges, and it is the trustees who are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. That’s where advisers come in - this webinar helps you to understand how and when these charges are calculated, and what the reporting requirements are.

22 May 2019

Retirement webinar - Case study. "How do you solve a problem like Maria's?"

Date: Wednesday 22 May | Time: 11:00am - 11:45am

Clients often present their advisers with what appear to be unrealistic expectations and challenging objectives when it comes to retirement. It’s vital to look at all the possible options when trying to achieve their goals – it’s essential to utilise all the allowances and tax breaks to maximise income. Using ‘Maria’ as a case study, this webinar looks at how she achieves her goals with the help of a fantastic retirement strategy.

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 by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.