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.

Estate Planning

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.