We have rebranded Retirement Advantage products as Canada Life. Visit our Retirement Account and Home Finance pages.

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.

View Detail

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.

View Detail

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.

View Detail

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.

View Detail

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.

View Detail

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.

View Detail

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.

View Detail

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.

View Detail

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.

View Detail

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.

View Detail

Latest News

One in twenty five people believe they are ‘million-heirs’

One person in twenty five expect to inherit an estate over a million pounds, with one in fifty expecting over £5 million

IHT confusion soars with 70% of wealthy unaware of nil rate band

IHT confusion soars with 70% of wealthy unaware of nil rate band

More than two thirds of wealthy people do not know their estate may be liable for an inheritance tax bill, according to Canada Life’s Annual IHT Monitor research.

See all news

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

You might be interested in . . .

Lifetime Annuities & Scheme Pension

Visit

Trustee Investment Plan

Visit

Pension Investment Plan

Visit

CanRetire Flexible Drawdown Plan

Visit

Fixed Term Income Plan

Visit

Wealth Preservation Account

Visit

Can't See What You're Looking For?

Find an Adviser

Find an adviser
FAQs

FAQs
Ways to get in touch

Contact Us
Careers

Careers at Canada Life

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.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.