12 Sep 2018
Order of gifting

Order of Gifting

Date: Wednesday 12 September | Time: 11:00am - 11:45am

Where a client is entering into a series of estate planning steps, it is crucial to execute each element in the right order so that tax liabilities are kept to a minimum. Using case studies, Canada Life’s Neil Jones will illustrate the effect of doing it the wrong way compared to the right way.

26 Sep 2018
gift and loan

Gift and loan Trust

Date: Wednesday 26 September | Time: 11:00am - 11:45am

For Professional Paraplanners

Gift and loan trusts can provide a high level of access for a settlor coupled with a number of planning opportunities. In this webinar Technical Manager Kim Jarvis will look at how a gift and loan trust works, including the underlying investment advantages, the potential opportunities it provides and some of the common pitfalls.

10 Oct 2018

Discounted Gift Trusts under the microscope

Date: Wednesday 10 October | Time: 11:00am - 11:45am

The structure, IHT benefits and income tax efficiencies of Discounted Gift Trusts are examined in this, one of our most popular webinar topics. Francesca Gandolfi is your guide, and will examine the advantages and disadvantages of DGTs for both clients and advisers, and how these can work with UK and international investment bonds.

17 Oct 2018
Chargeable gains – exit strategies

Chargeable gains – exit strategies

Date: Wednesday 17 October | Time: 11:00am - 11:45am

For Professional Paraplanners

When it’s time to make an exit from a bond, it pays to look closely at the tax benefits both onshore and international bonds can offer. Join Patrick Kennedy as he looks at exit strategies, and talks deferred tax, assignments and policy surrenders.

31 Oct 2018

Seven year recycling

Date: Wednesday 31 October | Time: 11:00am - 11:45am

For Professional Paraplanners

When considering estate planning, it pays to remember that any gifts fall outside the IHT calculation after seven years. In effect, a client can recycle their nil rate band and over a longer period of time significant amounts of money can be moved out of an estate. In this webinar Paul Thompson will look at the ability to recycle the nil rate band and the estate planning options.

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.