Webinar Archive

25 Mar 2020
Order of taxation

Order of taxation

Date: Wednesday 25 March | Time: 11:00 - 11:35am


Join our ican Technical Services Team to look at some case studies to highlight the order of taxation and how to make sure that all available allowances and used in the most tax-efficient way.

12 Feb 2020

Trustee investments

Date: Wednesday 12 February | Time: 11:00 - 11:35am

In this webinar, our ican Technical Services team will share learnings on how to assist trustees in their duties and responsibilities.

4 Feb 2020

Future-proof your retirement business

Date: Tuesday 4 February | Time: 10:00 - 10:30am

In this webinar, Andrew Tully discusses how a Centralised Retirement Proposition (CRP) helps advisers assess their client's ability to bear loss and whether the current investment strategy is the right one in the decumulation stage.

CPD 30mins

29 Jan 2020
Webinar

Cascading wealth through generations

Date: Wednesday 29 January | Time: 11:00 - 11:40am

In this webinar, our ican Technical Services team share learnings on how clients can pass money on to younger generations in a way that mitigates their IHT.

15 Jan 2020
Cascading wealth through generations

Pensions and estate planning

Date: Wednesday 15 January | Time: 11:00 - 11:40am

In the latest webinar from our 'Let's Talk Wealth' series, we share learnings on how to understand the valuable IHT benefits available in combining retirement and estate planning and some potential issues you may face with your clients.

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.

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. 

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

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.