Does your client want access to the gifted money?

This tool concentrates on inheritance tax (IHT) mitigation and shows only some of the possible uses of Canada Life's trusts. Clients may have needs other than minimising their IHT liability and each case should be assessed individually.

To use this tool, please answer the questions to the left.

The tool should be used in conjunction with the brochures and client case studies available from the Canada Life Marketing group.

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A flowchart showing the full range of options is available here:

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