Webinar Archive

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.

18 Sep 2019

How do pensions and property best fit into financing clients' retirement and estate planning needs?

Date: Wednesday 18 September | Time: 10:00 - 10:30am

Recent research from Canada Life examines the effect pension freedoms have had on tax planning and inheritance, and what changes have been made to financial plans as a result.

In this 30 minute structured CPD-qualifying webinar Neil Jones, Market Development Manager will provide an overview of the research and look at how aware people are of the effect pension freedoms have had on tax planning and inheritance.

18 Jul 2019

The Retirement Account Overview

Date: Thursday 18 July | Time: 10:00 - 10:30am

In this 30 minute webinar Andrew Tully, Technical Director at Canada Life will discuss:

- how TRA could be used to meet the needs of clients accumulating funds, consolidating pensions and/or looking to take benefits

- the fund ranges consisting of a low-cost core of multi-asset in-house funds and a broad selection of insured funds in our Governed range

- the advantages of securing guaranteed income via a drawdown proposition

10 Jul 2019

Second Marriages

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

There are many people who have been in previous marriages or civil partnerships and may have children from these relationships. These scenarios require care when looking at estate planning in order to make sure the correct beneficiaries are looked after.

Join our Technical Manager Neil Jones as he talks us through a case study to help explain the implications of estate planning solutions where there are children from a previous marriage and some of the issues that arise for financial planners.

27 Jun 2019

Life assurance for IHT planning

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

With an increasing number of clients having assets worth more than the nil rate band, estate planning, and especially inheritance tax planning, are areas where professional advisers need to consider a variety of solutions.

Life assurance is becoming even more popular as an additional solution to IHT planning. In this webinar we will look at the solutions Canada Life can provide, and how they can be used.

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.

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.

20 Mar 2019
Gift and Loan

Gift and loan trusts - Does your client need a flexible option for their savings and IHT planning?

Date: Wednesday 20 March | Time: 11:00am - 11.45am

Offering a high level of access for a settlor as well as a number of tax planning opportunities, gift and loan trusts may well provide a solution.
Join our Technical Manager Francesca Gandolfi as she discusses how a gift and loan trust works, specifically looking at the potential opportunities this option provides for IHT planning whilst retaining access to capital.

6 Mar 2019

Estate Planning – Getting the conversation started

Date: Wednesday 6 March | Time: 11:00am - 11:45am

Sometimes there can be reluctance to discuss estate planning strategies and plan for what can be a difficult time for a client’s family. IHT receipts continue to increase and yet there are a lot of potential solutions available to advisers, to help clients in a wide range of circumstances. This webinar focuses on constructive ways to discuss IHT with clients and help reduce the tax payable on death, increasing the legacy for their beneficiaries.

20 Feb 2019

Flexible Reversionary Trusts – Access paired with efficiency

Date: Wednesday 20 February | Time: 11:00am- 11:45am

If a balance between IHT efficiency and access to funds is paramount to your client, Flexible Reversionary Trusts may well be their best option.
In this webinar, we learn the structure of a flexible reversionary trust and how it can be used as part of a flexible estate planning solution.

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 and the Prudential Regulation Authority.