Important information

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CanProtect Whole of Life Plan

Protecting your family’s wealth

The CanProtect Whole of Life plan is an offshore whole of life assurance policy designed to pay a lump sum when you die to cover a potential inheritance tax liability. You can use our plan if you are a UK resident or not, and if you are UK domiciled or not.

Estate Planning Life Group

All the documents you need in one place. From forms and client guides to product brochures and key features.

Key documents

CanProtect Whole of Life application forms

Bare Gift Trust Tax Notes

Bare Gift Trust Deed

Discretionary Gift Trust Tax Notes

Discretionary Gift Trust Deed

Suitability letters

Anti-Money Laundering submission sheet

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