Resources for the Canada Life Autumn Roundtable 2025
Thank you for joining us for our Autumn Roundtable. During the session, we touched on the key issues that you and your clients may face following the Government's response to its consultation on inheritance tax (IHT) and pensions. We also shared our insights on the latest tax changes and how you can help your clients overcome these challenges.
For information about CPD, please contact marketingcomms@canadalife.co.uk
A flexible, tax-efficient way to build up savings. You have at least £50,000 to invest. There’s no limit to the amount you can invest and you can make extra payments as and when you like. This account could be ideal for anyone who’s already used up their ISA or pension allowance or who wants to invest in a tax-efficient way.
Our Wealth Preservation Account gives you the best of both worlds – a product that allows you to potentially reduce your inheritance tax liability, while allowing you full access to the trust assets through optional yearly payments. After seven years, your gift into trust moves out of your estate entirely and any investment growth is outside of your estate from day one.
Join our Technical Specialist John Chew as he explores the reasons why clients are using trusts in estate planning and introduces the Wealth Preservation Account.
