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.

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

Anti-Money Laundering submission sheet

Direct Debit Mandate

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