25 Apr 2018

Nil rate bands and inheritance tax

Date: Wednesday 25 April | Time: 11:00am - 11:45am

Join in-house expert Kim Jarvis as she puts the NRB and RNRB tax bands under the microscope. In the process she reveals how transferring unused allowances to surviving spouses can reduce the amount of tax payable, and how using a discretionary will trust can maximise the benefits and minimise the restrictions around the new residence nil rate band (RNRB)

10 May 2018
Unleashing the full investment potential of international bonds

Unleashing the full investment potential of international bonds – an introduction to the Segregated Portfolio Service

Date: Thursday 10 May | Time: 11:00am - 12:00pm

While international bonds already have some exceptional tax-efficient benefits, HMRC regulations prevent them holding certain assets – but not always. With the help of carefully selected DFM partners, it’s possible to open these bonds up to a much broader range of assets, including direct equities and corporate bonds. In-house experts Neil Jones and Deb Bond are your guides to the key features of portfolio bonds, the benefits of using an Irish-based provider and the potential tax advantages of using a greater number of policy segments.

16 May 2018

Discounted Gift Trusts- how to get the most from the trust

Date: Wednesday 16 May | Time: 11:00am - 11:45am

For professional paraplanners

The structure, IHT benefits and income tax efficiencies of Discounted Gift Trusts come under the microscope in this, our most popular webinar topic to date. We look at the advantages and disadvantages for both clients and advisers and how these can work with capital redemption policies as well as both onshore and offshore investment bonds.

31 May 2018

Transforming estate planning with flexible reversionary trusts

Date: Thursday 31 May | Time: 11:00am – 11:45am

For Professional Paraplanners

Are your clients looking to reduce their potential IHT bill and still receive a regular income? Flexible reversionary trusts brilliantly balance access and IHT efficiency. All growth is outside the estate immediately, and the lump sum gifted into the trust is outside after seven years, but your clients can still receive periodic payments. Join us as we look at how these trusts can transform an estate planning strategy.

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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.