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.

Dimensions Preference Account

For the investor looking for a wide range of investment funds

Investing through an Isle of Man provider can offer a UK investor great tax advantages. The Dimensions Preference Account from Canada Life International is an investment bond with a wide range of funds available, with the ability to use cash deposits from overseas financial institutions.

As an investment bond, it offers potential tax efficient growth and the usual range of bond features such as regular withdrawals or ad hoc payments, either through partial surrender or segment surrender.

  • The tax-efficient growth of an investment based on the Isle of Man for a UK resident means that any growth achieved in the Account is not subject to the UK tax regime. UK tax may apply when any profit is brought back into the UK.
  • A wide range of investment funds from many different fund managers.
  • Ability to invest in cash deposits with overseas financial institutions, allowing access to potentially higher interest rates than available in the UK.
  • Investors can appoint fund advisers on a discretionary or non-discretionary basis, with fees being paid outside of the 5% withdrawal facility.
  • As a life assurance policy, the individual policies can be gifted to other people without a tax charge.

The Account offers a comprehensive range of investments with over 4,000 unit trusts and open ended investment companies for you and your client to choose from. In addition to this, there is the option to include cash deposits from non-UK financial institutions.

The value of investments can fall as well as rise and you should speak to a professional adviser to ensure that any investment is suitable for you.

The Dimensions Preference Account will appeal to UK investors who want the tax benefits available by using a provider based in a suitable overseas jurisdiction, with access to a wide range of investment funds covering different types of investment and different geographical areas.

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"John and Holly are a married couple in their thirties, with two children, no inheritance tax liability, access to a lump sum and want to make an investment."
John and Holly

Contact us to find out more

United Kingdom
0345 606 0708

01624 820200

United Kingdom

International (Isle of Man)

International (Dublin)

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.