We have rebranded Retirement Advantage products as Canada Life. Visit our Retirement Account and Home Finance pages.

Webinars

6 Mar 2019

Estate Planning – Getting the conversation started

Date: Wednesday 6 March | Time: 11:00am - 11:45am

Sometimes there can be reluctance to discuss estate planning strategies and plan for what can be a difficult time for a client’s family. IHT receipts continue to increase and yet there are a lot of potential solutions available to advisers, to help clients in a wide range of circumstances. This webinar focuses on constructive ways to discuss IHT with clients and help reduce the tax payable on death, increasing the legacy for their beneficiaries.

20 Mar 2019
Gift and Loan

Gift and loan trusts - Does your client need a flexible option for their savings and IHT planning?

Date: Wednesday 20 March | Time: 11:00am - 11.45am

Offering a high level of access for a settlor as well as a number of tax planning opportunities, gift and loan trusts may well provide a solution..
Join our Technical Manager Francesca Gandolfi as she discusses how a gift and loan trust works, specifically looking at the potential opportunities this option provides for IHT planning whilst retaining access to capital.

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.