10 year Principal and Exit charges
Help your clients by understanding the Inheritance Tax (IHT) charges for relevant property trusts. These can apply on entry, at every tenth anniversary and when trustees distribute capital to beneficiaries.
Estate Planning
Discover our range of technical support resources for estate planning, including a selection of CPD-qualifying webinars and on-demand training.
Expert trusts and estate planning support
Enhance your knowledge with content developed by our team of industry-recognised experts. Join live webinars or access our resources when it best suits you.
Our estate planning technical support covers trust planning and taxation, inheritance tax and gifting during lifetime and on death, and how a death estate is affected by a Will or intestacy. You can also learn some of the financial aspects of long-term care, including powers of attorney and deputyship.
We’ll send you a personalised certificate for any structured CPD training you complete, and our unstructured CPD content allows you to build and log your own CPD record. Learning outcomes covered during our webinars or events are available on request.
Featured resources
The importance of order when gifting to trusts
If done incorrectly, the order in which the gifts are made can have adverse tax consequences. Read our article to learn more about the ideal order for gifting to trusts.
Taxation of investment bonds held in trust
Trustees administering an investment bond in trust must be aware of who is liable for the tax charge when a gain arises due to a chargeable event. It is important to note that various factors determine who is assessed for income tax on the chargeable gain.
Find the right learning for you
Search or browse ican academy’s full library of technical support and CPD resources, including:
- Webinars
- Podcasts
- e-learning
- Videos
- Articles and reports
- Briefing notes and tech bites
More info and useful resources
CPD at Canada Life
Grow your skillset with Canada Life’s CPD training. Discover tools and resources to support your CPD journey.
Learn more about CPDThe ican team
We’re proud to be the expert’s expert. Our team enjoys a wealth of experience, and our support is award winning.
Meet the ican teamTrust Registration Service
The following information relates primarily to trusts used to hold investment bonds. Most trusts related to protection products, for example those in our Group insurance policies, will not need to register.
The Trust Registration ServiceAccount manager
Have an account-related query? Get in touch with our team. We’re on hand to help with any questions you have.
Contact your account managerLatest news and insights
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Freezing allowances and the state pension triple lock
Income tax thresholds and personal allowances are currently frozen until 2028. Often referred to as the "stealth tax", the government may not have any qualms in extending this freeze out to 2030, in line with Inheritance Tax thresholds. This would affect every taxpayer, but the more obvious losers would be those receiving the state pension. Read this blog for more information.
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Will tax-free cash lump sum be capped?
Speculation about the upcoming budget is in full force. One rumour that stands out is around possible changes to tax-free cash withdrawals for pensions. Read this blog for more information.
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Is it better to top up an existing investment bond or buy a new one?
When clients have an additional sum of money to invest, and the advice is to use an investment bond, we’re often asked if it’s better to top up an existing investment bond or buy a new one. The answer, as with all financial decisions, is… it depends! There are several factors to consider.
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Canada Life International achieves top financial strength rating from AKG
Canada Life has been awarded a financial strength rating of ‘Superior A’ – the highest accolade possible - across each of its international life companies, from the financial analytics and independent ratings specialist, AKG.
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Over two-thirds of UK adults believe retiring in our 60s will become a thing of the past
Canada Life has published its inaugural Life100+ report, the first in a series of in-depth research papers exploring how our lives will be affected by increasing longevity.
