Professional Trustee Service guide
We’ve created a guide to explain how to apply for the Professional Trustee Service.
A Professional Trustee Service that is simple and easy to use for you and your clients.
With our Professional Trustee Service, we offer a variety of trust options to suit your specific needs including a Gift and Loan Trust, Gift Trust (Discretionary or Bare) and Discounted Gift Trust.
Canada Life began operating in the UK in 1903 and since then we have developed a wide offering of products and services to help advisers manage, maintain and grow the wealth of their clients. We’re a leading provider of UK and international investment bonds, estate planning and protection solutions. This is shown by the regular industry awards received for our products and services as well as consistently high financial strength ratings from actuarial consultancy AKG - Awards and ratings | Canada Life UK
We’re part of the Great West Lifeco group, one of the FT Global 500 world’s largest companies with more than £1.52trillion of assets under management and administration (as at December 2023). We look after the interests of over 38 million customers worldwide with the combined assets under administration for Canada Life International (Canada Life International Limited; Canada Life International Institutional Limited and Canada Life International Assurance (Ireland) DAC) totalling £22.5bn (as of December 2023).
We’ve created a guide to explain how to apply for the Professional Trustee Service.
Find out which trusts offer the professional trustee service and see the process for each of these.
Discover how our trusts can help you to manage your wealth.