Resources for the Canada Life Spring Roundtable & Lunch
Thank you for joining us for our Spring Roundtable & Lunch. During the session, we touched on the key issues that you and your clients may face following the Budget announcement. We also shared our insights on the latest tax changes and the consequences and considerations for your clients to help you overcome these challenges.
For information about CPD, please contact marketingcomms@canadalife.co.uk
Email wealth.sales@canadalife.co.uk or contact your Institutional Account Manager.
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.
Hear from Liz Hardie, Technical Specialist at Canada Life, on the opportunities and considerations for financial advisers as we approach the end of the tax year.
