Webinar Archive

7 Feb 2018

Collectives and Bonds : picking the right wrapper

Date: Wednesday 7 February | Time: 11:00 am - 11:45 am

Choosing the right tax wrapper can pay dividends when it comes to lump sum investments. Paul Thompson takes an in-depth view at the options, comparing the use of collectives, such as unit trusts and OEICs, with onshore and international investment bonds.

26 Jan 2018

Dealing with assets on first death

Date: Friday 26 January | Time: 11:00am- 11:45am

Join Cathy Russell as she looks at the various ways in which the family home and other assets can be held, explaining what should be done after the ‘first death’ including dealing with the residence nil rate band.

29 Nov 2017

Budget update and tax year planning

Date: Wednesday 29 November | Time: 10:00am- 10:45am

We delve into everything you need to know about the implications of the budget for our products and trusts. Our discussion will also look at all the changes in the new tax year for non doms, the lifetime allowance, rectifications, and the dividend allowance reduction.

16 Nov 2017

Using trusts for estate planning

Date: Thursday 16 November | Time: 11:00am - 11:45am

Neil Jones will look at how trusts can help mitigate or completely remove an inheritance tax liability and what should be the balance between access for the settlor and beneficiaries with IHT efficiency.

2 Nov 2017

DGT Webinar- how to get the most from the trust

Date: Thursday 2 November | Time: 3:00pm- 3:45pm

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.

18 Oct 2017

The Trust Register Service: what you need to know

Date: Wednesday 18 October | Time: 10:00am- 10:45am

Canada Life’s Kim Jarvis takes us through how the new register operates, from when a new trust needs to be registered through to the impact on existing trusts, along the way visiting the triggers for registration, what needs to be reported about beneficiaries, and the obligations of trustees.

5 Oct 2017

Investment bonds and retirement planning

Date: Thursday 5 October | Time: 10:00 - 10:45am

Client already drawing a pension? Investment bonds may offer a valuable alternative for investors already funding a pension, helping them supplement their income without falling foul of annual and lifetime allowances.

4 Oct 2017

Planning an exit

Date: Wednesday 4 October | Time: 11:00 - 11:45am

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.

3 Oct 2017

Bonds and IHT planning- a question of Trust?

Date: Tuesday 3 October | Time: 11:00 - 11:45am

Investment bonds and trusts – a match made in IHT heaven? This webinar looks at how combining investment bonds with a suitable trust can provide an ideal investment for those looking to reduce their inheritance tax liability, with a focus on how the range of trusts offer different degrees of efficiency and access.

28 Sep 2017

International vs Onshore – Investment bonds put through their paces

Date: Thursday 28 September | Time: 10:00 - 10:45am

Taking out an investment bond through an international provider can feel like uncharted territory. Neil Jones looks at how investment bonds can be written through providers in different jurisdictions, examining the differences between onshore and international bonds in the Isle of Man, the UK and Ireland.

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.