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Webinar Archive

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. 

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.

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.

15 Aug 2018

What’s the right trust for reducing IHT?

Date: Wednesday 15 August | Time: 11:00am - 11:45am

Our webinar looks at how trusts can help mitigate, or maybe even completely remove, an inheritance tax liability. 

25 Jul 2018

Rising school fees: innovative, IHT-friendly solutions for your clients

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

Our webinar reveals some tax efficient ways that, as part of a broader IHT plan, use innovative trust solutions to pay educational fees.

10 Jul 2018

Preparing Your Drawdown Clients for Crashes and Corrections

Date: Tuesday 10 July | Time: 11:00am - 12:00pm

In stressful markets it’s critical that advisers are able to help clients make the right investment choices and avoid short term thinking. In our new webinar experts from Retirement Advantage, Canada Life Investments and Investec Asset Management provide their insight into how assets behave during market corrections and crashes, examining the challenges these markets pose to clients and strategies to mitigate any risks.

5 Jul 2018

Why choose a UK investment bond?

Date: Thursday 5 July | Time: 11:00am - 11:45am

We put UK investment bonds through their paces in our latest webinar, looking at – among other things – the way tax is paid within a bond, and how to calculate chargeable gains on partial and segment surrenders. Hosted by Technical Manager Kim Jarvis, the webinar also covers top-slicing relief, how UK bond gains impact other income, and their advantages and disadvantages compared to other types of investments (like unit trusts and OEICs).

27 Jun 2018

Using risk management to supercharge an investment strategy

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

Our new webinar takes an in-depth look at the benefits of risk target managed funds, how risk targeting and risk profiling work, and how these relate to our Portfolio Funds.

13 Jun 2018

Getting the taxes right on trusts

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

Our new webinar focuses on three key taxes – income tax, CGT and IHT – looking at the essential information that trustees and advisers need to know, and ultimately helping advisers create the best financial strategy for their clients.

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.

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.