We have planned maintenance work this weekend, which may impact some secure services as from 7:30pm on 20th Oct, apologies for any inconvenience caused.

Estate Planning

Discover our Solutions

To find out more about our estate planning solutions please select from the options below



Delta Discounted Trust Account

The Delta Discounted Trust Account from Canada Life International allows for your clients to invest a lump sum of money and to receive regular payments from the trust.

View Detail

Dimensions Preference Discounted Trust Account

A discounted trust account gift scheme is a way of removing money from your client’s estate and reducing the potential inheritance tax that their beneficiaries will have to pay when they die.

View Detail

Premiere Discounted Trust Account

The Premiere Discounted Trust Account from Canada Life International allows your clients to invest a lump sum of money and to receive regular payments from the trust.

View Detail

Wealth Preservation Account

The Wealth Preservation Account (WPA) is a trust-based solution offering investors the ability to take regular payments from the trust to supplement and income, whilst offering inheritance tax efficiency.

View Detail

Wealth Preservation Europe Account

The Wealth Preservation Europe Account (WPEA) from Canada Life International Assurance (Ireland) is a unique trust arrangement designed to save inheritance tax.

View Detail

Controlled Access Account

The Controlled Access Account (CAA) is designed specifically for a gift into trust where the donor wants the money to be used for a grandchild’s benefit, for example to cover the cost of education.

View Detail

International Portfolio Bond Discounted Gift Trust

The International Portfolio Bond (IPB) combined with a Discounted Gift Trust from Canada Life International Assurance (Ireland) allows your clients to invest a lump sum of money and to receive regular payments from the trust.

View Detail

Flexible Life Plan

Our Flexible Life Plan (FLP) provides cover for individuals for the rest of their lives. It can be placed in a trust and used to reduce or eliminate any inheritance tax liability.

View Detail

Trusts

Trusts are an excellent financial planning strategy and can benefit your clients and their families in many ways. They can be used in a variety of circumstances but they are legally binding, so selecting the right trust is key.

View Detail

Premiere Europe Discounted Trust Account

The Premiere Europe Discounted Trust Account from Canada Life International Assurance (Ireland) allows for your clients to invest a lump sum of money and to receive regular payments from the trust.

View Detail

Offshore Savings Account

To help demonstrate the regular nature of the gifting it is sometimes easier to use a regular savings plan and the Offshore Savings Account (OSA) from Canada Life International can fit the bill.

View Detail

CanProtect Whole of Life

The CanProtect Whole of Life Plan provides cover for high net worth individuals who have a liability to UK inheritance tax, irrespective of their country of residence and domicile, so can be used for those people who are not UK domiciled or deemed domiciled but have UK assets.

View Detail

Adviser Connect (IFA Zone)

Login to access:

Annuity Quotes
Retirement Quotes
Online Valuations
Account Administration

UK >   

International

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.