Estate Planning

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For one of the most important decisions you will ever make, Canada Life has the wisdom borne out of a lifetime of preparing for the unexpected. With a track record of delivering estate planning solutions more than four decades, and recognised within the industry as the leading provider of estate planning, we’ll work closely with your adviser to manage the effective transfer of wealth between generations.

 


CanInvest Select Account Discounted Gift Trust

The Discounted Gift Trust option under the Select Account allows you to invest a lump sum of money into a UK-based investment bond and to receive regular payments from the trust. It offers a clear simple charging structure.

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Delta Discounted Trust Account

The Delta Discounted Trust Account offers a low cost solution with a selected range of investment options and a variety of charging options.

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Dimensions Preference Discounted Trust Account

The Dimensions Preference Discounted Trust Account offers a range of over 4,000 collective funds that can be used along with the ability to invest in cash deposits offering by non-UK financial institutions.

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Premiere Discounted Trust Account

The Premiere Discounted Trust Account offers a solution with a comprehensive range of investment options and a variety of charging options.

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Wealth Preservation Account

The Wealth Preservation Account (WPA) allows you to gift money into a trust and provides you with flexible access to payments from the trust.

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Wealth Preservation Europe Account

The Wealth Preservation Europe Account (WPEA) from Canada Life International Assurance (Ireland) allows you to gift money into a trust and provides you with flexible access to payments from the trust.

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Controlled Access Account

The Controlled Access Account (CAA) from Canada Life International is an innovative trust solution that has the efficiency of an absolute gift, meaning that the original amount is outside of your estate after a period of seven years.

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International Portfolio Bond Discounted Gift Trust

This discounted gift trust uses the flexible Dublin-based international bond with a high level of segmentation and full open-architecture investment options. Investors can benefit from the favourable VAT treatment on discretionary management fees.

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CanProtect Whole of Life

The CanProtect Whole of Life Plan provides cover for high net worth individuals who have a liability to UK inheritance tax, irrespective of their country of residence and domicile, so can be used for those people who are not UK domiciled or deemed domiciled but have UK assets.

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Flexible Life Plan

The Flexible Life Plan (FLP) is a whole of life plan with a range of product options and different ways in which the cover can be structured.

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Premiere Europe Discounted Trust Account

The Premiere Europe Discounted Trust Account offers a solution with a comprehensive range of investment options and a variety of charging options.

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Offshore Savings Account

The Offshore Savings Account (OSA) from Canada Life International allows you to save regularly, using the tax benefits of an investment from a provider based on the Isle of Man.

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Trusts

When looking at gifting money to an individual or a group of individuals, many will choose to put the assets into a trust rather than making an outright gift as it can provide more flexibility and help reduce inheritance tax.

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Help Plan with our Budget Calculator

Use our handy budget calculator to work out your incoming and outgoing costs.

It's quick and easy to use – make sure you have your monthly statements and any regular bills to hand when you fill it out.

Budget Planner

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.