The Wealth Preservation Account
Hosted by Julia Peake
About the webinar
From Tuesday 21st November 2023
By the end of this session you will be able 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 this solution will be appropriate for your clients
About the presenter
This webinar is hosted by Julia Peake, Technical Specialist: Tax, Trust and Estate Planning, at Canada Life.
Julia is a member of the of the technical team for the Wealth side of the Canada Life business. She specialises in the tax, trust and estate planning arena.
Julia writes articles for both internal and external audiences, assists with technical queries, consults on cases, and helps to develop internal expertise through her training. Her main role is working with the distribution team and our partner firms to deliver presentations on a range of tax, trust, and estate planning subjects, both at a regional and national basis, to our clients in in the intermediary marketplace.
Julia joined Canada Life a couple of years ago. Prior to joining, she has held many roles throughout her 20-year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust, and estate planning markets.
Support
CPD certificates will be available on completion of the webinar. If you have any questions please email marketingcomms@canadalife.co.uk