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Canada Life Technical Eye - 2014 Q2

Technical Eye - Q2 2014

Technical Eye - Q2 2014 

In this issue

Peeling back the layers of protection

A look at the different schemes and layers of policyholder protection available to UK residents. This includes the requirements placed upon insurers by the regulators and the schemes available for UK and Isle of Man policyholder.

 

Are discounted gift trusts a panacea for all inheritance tax planning?

A look at the differences between the discounted gift trust – a widely used estate planning solution, and the flexible reversionary trust, which has been increasing in popularity.

 

Missing the permissible

A look at the assets that can be held under an offshore bond. It also considers the effects of holding non-permissible assets and the costs of falling foul of the personal portfolio bond regulations.

 

Be careful what you wish for

A look at what we know about the new pension rules following the announcement in the Spring Budget – there is potentially greater flexibility, but this may reduce the income available in retirement.

 

All change - trustee investment in investment bonds

A number of trustees may invest through investment bonds, this article looks at some of the considerations for trustees and their advisers when looking to change the underlying investment.

 

Warning: The information in these articles was correct at the date of publication issue and may have changed since that date.

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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.