Due to adverse weather conditions the Canada Life International Isle of Man office is currently closed. Please email us on focus@canadalifeint.com and we will respond as soon as we are able.

Investing for Children

Discover our Options for Investing for Children

The cost of growing-up is increasing. School fees and university fees can be a heavy burden on a family or leave a child with a significant debt before they even start work. The use of international solutions from Canada Life can offer tax-efficiency, flexible access and control. Trusts can also be used to control who benefits and when they benefit and can be used as part of an estate planning strategy.

If you’d like to find out more about any of the solutions listed below, please click on the relevant box for more details.


Controlled Access Account

Trust Solutions

This bespoke bare trust is designed to help reduce any inheritance tax liability when gifting money to minor children. It allows the trustees to use money for the children, before they reach 18 and control access after this time.

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Trusts

Trust Solutions

There are a range of trusts available to help pass money to future generations. The use of a trust can be valuable to help reduce the inheritance tax payable on the donor’s estate and allow money to cascade down through different generations.

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CanInvest Select Account

Lump Sum Investments

An easy to understand, competitively-priced UK-based investment bond offering a range of product options and access to a high quality range of investment funds from Canada Life’s investment team and investment partners around the world.

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Premiere Account

Lump Sum Investments

For those seeking investment flexibility the Premiere Account is an international bond offering access to a wide-range of options including access to almost any investment fund from around the world, investment platforms and discretionary management.

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Premiere Europe Account

Lump Sum Investments

The Premiere Europe Account is an international bond offering a similar level of investment flexibility to the Premiere Account but through a provider based in Dublin, Ireland. This offers beneficial VAT treatment for discretionary management fees.

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International Portfolio Bond

Lump Sum Investments
Regular Savings

If your client is looking to invest a lump sum and add to this on a regular basis, this international bond, issued through an EU-based provider in Dublin, offers tax-efficiency and access to a wide range of investment options.

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Offshore Savings Account

Regular Savings

This is ideal if your client wants to invest a regular amount on either a monthly or yearly basis with the option to add lump sums when required. It offers access to over 150 funds and the tax-efficiency of investing through the Isle of Man.

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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.