Preserving wealth for generations to come

Like the weather, some things in life you just can’t control. But some things you can – which is especially important when talking to clients about passing on wealth from one generation to the next. 

If your clients want to decide where their wealth goes and who’ll benefit from it, a trust could be the answer. Trusts allow assets to be directed to where your clients want them to be, while potentially mitigating the effects of Inheritance Tax.

The best of both worlds

Our Wealth Preservation Account is an award-winning solution from the market leader in estate planning*.

It's designed to let your clients reduce their Inheritance Tax liability but still retain full access to the trust assets through optional yearly payments. These can be deferred if your clients don’t need them, and payments can be made to beneficiaries at any time.

Investment growth is outside of the estate from day one. After seven years, the gift into trust moves out of the estate entirely.

When this happens, your client’s nil rate band can be re-used in a new product. You’ll then have an opportunity to review their circumstances to understand how they can best invest moving forward. This could be with another Wealth Preservation Account or a trust.

Use our contact form to learn more or get a quote.

We’re multiple award winning

We are proud of our achievements. Canada Life International won International Investment’s 2023 Best International Trust Product (Wealth Preservation Account) and Excellence in Trust and Estate Planning awards.