Since 1975 we have worked with industry experts and tax specialists to develop a comprehensive range of onshore and offshore inheritance tax trusts and packaged estate planning solutions.
We pride ourselves on our technical expertise, advice and support in this area and these skills have allowed us to develop unique solutions which have stood the test of time.
The following links provide more information on our estate planning products and trusts.
The Wealth Preservation Bond is a series of single premium life assurance policies that allow an individual to receive an annual regular 'income', which can be taken in full, in part or deferred to a future date. It truly is a variable inheritance tax solution.
Whatever your client’s circumstance Canada Life has a trust to suit their individual needs. All of our trusts have been drafted by leading tax & trust specialists and checked & approved by Legal Counsel for their IHT effectiveness and don’t fall within the pre-owned assets tax regime.
The following documents give an introduction to our range of tax and estate planning products and solutions.
This website is for UK financial advisers only and is not approved for use by private customers.
Canada Life Limited, registered in England no. 973271. Registered office: Canada Life Place, Potters Bar, Hertfordshire EN6 5BA
Telephone 08457 226232 Fax 01707 646088 www.canadalife.co.uk/ifa
Canada Life group consists of Canada Life Limited, Canada Life Asset Management Limited (both authorised and regulated by the Financial Services Authority), Canada Life International Limited and CLI Institutional Limited (Isle of Man registered companies authorised and regulated by the Isle of Man Insurance and Pensions Authority). All promotional material produced is approved by Canada Life Limited.
