Webinar Archive

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

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)

18 Apr 2018
Paraplanner 2

Getting the order right: Gifting and IHT

Date: Wednesday 18 April | Time: 11:00am- 11:45am

For professional paraplanners

Using straightforward examples, our webinar reveals the right order in which to use loan trusts, exemptions, chargeable lifetime transfers and potentially exempt transfers.

28 Mar 2018

Retirement income modelling using international bonds

Date: Wednesday 28 March | Time: 11:00am - 11:45am

Our webinar looks at how, in these days of pension freedoms, an international investment bond can enhance the tax-free income available to a retiree. 

13 Mar 2018
There is more to Estate planning than IHT

There is more to estate planning than IHT

Date: Tuesday 13 March | Time: 11:00am - 11:45am

If your IHT strategy is only mitigating your clients’ tax bills, it’s not working hard enough. Our webinar reveals how you can not only hit your clients’ IHT targets but also top up their income, finance long-term care and even fund their retirement where allowances have already been reached. Join in-house expert Kim Jarvis as she shows you how your clients can retire in style without selling the family silver.

1 Mar 2018

Bull market or correction?

Date: Thursday 1 March | Time: 11:00 am - 12:00 pm

Canada Life’s Chief Investment Officer David Marchant looks at pressing issues – What’s driving the markets? Are we in danger of a correction? What’s the impact of future rate changes? – and their likely impacts on our leading Canlife Managed (0%-35% Shares) Fund.

20 Feb 2018
A&M trust

Bringing back the A&M Trust

Date: Tuesday 20 February | Time: 11:00 am - 11:45 am

Passing money back to grandchildren inevitably raises a classic question – how do I keep control of the funds until the beneficiary is responsible enough to be trusted?

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