Webinar Archive

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

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.

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.