Please note the M&G funds are priced as at 06/12/18 and will be updated on the 11/12/18 due to no price being issued.
We have rebranded Retirement Advantage products as Canada Life. Visit our Retirement Account and Home Finance pages.
Please be aware the Canada Life International offices will be closed from 9am Monday 24th December, re-opening at 9am on Thursday 27th December. Then closing from 9am on Monday 31st December and re-opening at 9am on Wednesday 2nd January 2019.

Webinar Archive

27 Nov 2018
Periodic Charges

Calculating estate planning charges

Date: Tuesday 27 November | Time: 11:00am - 11:45am

Many trusts are subject to periodic charges (sometime called ten year anniversary charges) and exit charges, and trustees are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. They may look to their professional advisers for help and this webinar looks at how these charges apply to different estate planning solutions. This webinar will be hosted on our BrightTALK channel. Sign up using the link below.

22 Nov 2018
BOBW

Estate planning with trusts – the best of both worlds

Date: Thursday 22 November | Time: 11:00am - 11:45am

Trust-based inheritance tax solutions have developed over many years and the various arrangements available can provide differing levels of access and IHT efficiency. In this presentation we look at some of the common solutions and how they can be used as part of an estate planning strategy. This webinar will be hosted on our BrightTALK channel. Sign up using the link below.

20 Nov 2018

DB pension transfers - Best practice and reducing risk

Date: Tuesday 20 November | Time: 10:00am - 10:30am

Despite the obvious attractions which a final salary pension transfer offers, many people are likely to be better staying put. However, there are situations where a transfer will be appropriate advice, so it’s important each case is judged on its own individual merits.

 

15 Nov 2018
IHT

Inheritance tax – What’s an estate worth?

Date: Thursday 15 November | Time: 11:00am - 11:45am

Calculating the value of an estate is clearly important when it comes to planning for inheritance tax and can be impacted by a variety of factors. That’s why our latest webinar looks at how to calculate the value of an estate, the various exemptions and reliefs available and, of course, some of the ways to mitigate IHT. This webinar will be hosted on our BrightTALK channel.

Download the Podcast

 

8 Nov 2018
Fixed interest rates webinar

Where to be in fixed income if interest rates rise?

Date: Thursday 8 November | Time: 11:00am - 11:45am

Fixed income can play a decisive role in a defensive portfolio – but how? Our latest webinar reveals the fixed income sectors that are likely to do well if interest rates rise, and how advisers can benefit via their choice of corporate bond. We also look at the impacts of current market pressures (like Brexit and US-China trade issues), and how LF Canlife Managed 0%-35% Fund is positioned to deliver in uncertain times.

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17 Oct 2018
Chargeable gains – exit strategies

Chargeable gains – exit strategies

Date: Wednesday 17 October | Time: 11:00am - 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 Neil Jones as he looks at exit strategies, and talks deferred tax, assignments and policy surrenders.

Download the Podcast

 

10 Oct 2018
DGT

Discounted Gift Trusts under the microscope

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

The structure, IHT benefits and income tax efficiencies of Discounted Gift Trusts are examined in this, one of our most popular webinar topics. 

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26 Sep 2018
gift and loan

Gift and loan Trust

Date: Wednesday 26 September | Time: 11:00am - 11:45am

Gift and loan trusts can provide a high level of access for a settlor coupled with a number of planning opportunities. In this webinar Technical Manager Kim Jarvis will look at how a gift and loan trust works, including the underlying investment advantages, the potential opportunities it provides and some of the common pitfalls.

Download the Podcast

 

12 Sep 2018
Order of gifting

Order of Gifting

Date: Wednesday 12 September | Time: 11:00am - 11:45am

Where a client is entering into a series of estate planning steps, it is crucial to execute each element in the right order so that tax liabilities are kept to a minimum. Using case studies, Canada Life’s Neil Jones will illustrate the effect of doing it the wrong way compared to the right way.

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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. 

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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.