Estate Planning

Discover our Solutions

To find out more about our estate planning solutions please select from the options below



Delta Discounted Trust Account

The Delta Discounted Trust Account offers a low cost solution with a selected range of investment options and a variety of charging options.

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Premiere Discounted Trust Account

The Premiere Discounted Trust Account offers a solution with a comprehensive range of investment options and a variety of charging options.

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Wealth Preservation Account

The Wealth Preservation Account (WPA) is a trust-based solution offering investors the ability to take regular payments from the trust to supplement an income, whilst offering inheritance tax efficiency.

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Wealth Preservation Europe Account

The Wealth Preservation Europe Account (WPEA) allows you to gift money into a trust and provides you with flexible access to payments from the trust.

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Controlled Access Account

The Controlled Access Account (CAA) from Canada Life International is an innovative trust solution that has the efficiency of an absolute gift, meaning that the original amount is outside of your estate after a period of seven years.

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International Portfolio Bond Discounted Gift Trust

The International Portfolio Bond (IPB) combined with a Discounted Gift Trust offers a solution with a comprehensive range of investment options and a variety of charging options.

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CanProtect Whole of Life

The CanProtect Whole of Life Plan provides cover for high net worth individuals who have a liability to UK inheritance tax, irrespective of their country of residence and domicile, so can be used for those people who are not UK domiciled or deemed domiciled but have UK assets.

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Flexible Life Plan

Our Flexible Life Plan (FLP) provides cover for individuals for the rest of their lives. It can be placed in a trust and used to reduce or eliminate any inheritance tax liability.

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Trusts

Many people think that trusts are used solely by the very wealthy and whilst there may be a degree of truth about this, trusts can offer a range of options to people from all walks of life.

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Premiere Europe Discounted Trust Account

The Premiere Europe Discounted Trust Account offers a solution with a comprehensive range of investment options and a variety of charging options.

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Offshore Savings Account

The Offshore Savings Account (OSA) from Canada Life International allows you to save regularly, using the tax benefits of an investment from a provider based on the Isle of Man.

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Help Plan with our Budget Calculator

Use our handy budget calculator to work out your incoming and outgoing costs.

It's quick and easy to use – make sure you have your monthly statements and any regular bills to hand when you fill it out.

Budget Planner

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.