New requirements for the Trust Registration Service
Learn about the recent updates and amendments to the Trust Registration Service requirements. Stay updated on the new obligations and ensure compliance with the latest regulations.
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
Principal and Exit Charges
Any non-exempt gifts into a trust that are subject to the relevant property regime are treated as chargeable lifetime transfers and carry with them the possibility of a number of inheritance tax charges.
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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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.
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One in five Brits delaying major life plans until they receive inheritance
More than one in five (22%) UK adults who have received or expect to receive an inheritance are delaying or plan to delay a major life event until they receive an inheritance, according to Canada Life’s latest research. This increases to 27% of those aged 18-34.
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What does the future of financial advice look like?
The Future of Advice - State of Flux report, written by AKG and sponsored by Canada Life, explores the insights of advisers and consumers based on in depth survey and interview-based research conducted in 2023.
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1.5 million* Brits never want to retire
New research from Canada Life reveals that 13% of UK adults that are not currently retired, are never planning to give up work.
