Event resources

Resources for the Canada Life Roadshow 2024 - Exploring your horizons.

The Canada Life Exploring your Horizons Roadshow October 2024 has now ended.

 

Thanks to everyone who joined us.

The learning outcomes from the events were to:

  • Appreciate the fundamentals of bias and how this may impact our decisions or actions
  • Comprehend some of the changes in taxation legislation and how this could impact your clients' holistic financial plans
  • Discuss the tax efficient savings and vehicles available when constructing recommendations to clients
  • Explain how the underlying investment strategies can help achieve a client's goal given the current market conditions 
  • Explore the benefits of utilising a Professional Trustee Service when working with clients

For any information about CPD, please contact marketingcomms@canadalife.co.uk

 

Here are some helpful resources, including the case studies from the Roadshow. 

Resources for Exploring your horizons

Looking to speak with your Account Manager or want to find out more?

Contact: wealth.sales@canadalife.co.uk

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Premiere investment bonds and Premiere Europe

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.

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Wealth Preservation Account

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.

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WS Canlife Diversified Monthly Income Fund

This fund from Canada Life Asset Management aims to provide a monthly income from investments that provide dividends, interest payments and rental income, together with potential for long-term capital growth (at least five years).

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