Webinar Archive

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.

16 May 2018

Discounted Gift Trusts- how to get the most from the trust

Date: Wednesday 16 May | Time: 11:00am - 11:45am

For professional paraplanners

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. 

10 May 2018
Investments webinar

Unleashing international bonds

Date: Thursday 10 May | Time: 11:00am - 12:00pm

While international bonds already have some exceptional tax-efficient benefits, HMRC regulations prevent them holding certain assets – but not always. Join us as we explain how, using the Segregated Portfolio Service, it's possible to open these bonds up to a much broader range of assets. 

25 Apr 2018

Nil rate bands and inheritance tax

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

Join in-house expert Kim Jarvis as she puts the NRB and RNRB tax bands under the microscope. In the process she reveals how transferring unused allowances to surviving spouses can reduce the amount of tax payable, and how using a discretionary will trust can maximise the benefits and minimise the restrictions around the new residence nil rate band (RNRB)

This website is for UK professional advisers only and is not approved for use by private customers.

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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.