Webinars

13 Nov 2019
order of gifting.

Order of gifting

Date: Wednesday 13 November | Time: 11:00 - 11:45am

In the first of our 'Let's talk wealth' series of webinars, we share learnings on how to structure the order of gifts to further reduce IHT liability. 

Join our Technical team to understand the different types of gifts your clients can make and the exemptions and reliefs available.  Find out more on which products - and solutions - matter when planning order of gifting.

CPD 45mins

27 Nov 2019

Common IHT misconceptions

Date: Wednesday 27 November | Time: 11:00 - 11:45am

In the second of this webinar series, we share learnings on the common perceptions and misconceptions around inheritance tax, and how these can impact estate planning strategies.

Join our Technical team to understand the common misconceptions clients have around IHT and how to overcome these barriers. 

CPD 45mins

11 Dec 2019

Popular trust solutions

Date: Wednesday 11 December | Time: 11:00 - 11:45am

In the third of this webinar series, we compare the structure and benefits of a range of different trusts.  

Join our award-winning ican Technical team to learn about how to apply the correct trust for your clients' needs and show how to effectively combine trusts to achieve a comprehensive estate planning strategy.

CPD 45mins

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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.

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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.