Using trusts to enhance clients' outcomes

An introduction to the Wealth Preservation Account and the opportunities where trust solutions will be appropriate for your clients

About the webinar

Available on demand, broadcast on Wednesday 15th May 2024


The learning objectives for this webinar are to:

  • Discuss the positioning of the Wealth Preservation Account, compared to other trust solutions

  • Understand the objectives of this solution

  • Comprehend the compliance and set of this solution and how it meets the regulatory requirements

  • Describe the structure and how it works in practise

  • Explain the advantages and disadvantages of this solution

  • Provide clarity on how this solution should be registered on the Trust Registration Service

  • Recognise opportunities where a trust solution will be appropriate for your clients


About the presenter

This webinar is hosted by John Chew, Pensions, Tax and Estate Planning Technical Specialist at Canada Life.

John has over 35 years' experience working with advisers within the UK and Internationally to help them navigate the broader issues of retirement and estate planning.

John specialises in the areas of pensions, investments, estate planning and the platform market, with the aim of helping advisers to develop plans to achieve their clients' needs and objectives.



CPD certificates will be available on completion of the webinar. If you have any questions please email

Watch now