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Trusts  
 

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.

 
 
Trusts explained More

An introduction to the different types of trust and their specific purpose(s).
 
Products written under trust More

All of our investment and protection solutions can be placed within a range of trusts. Our estate planning solutions have bespoke trusts which mitigate the effects of both inheritance tax and pre-owned assets tax. In addition, you can also access detailed tax notes, explanatory notes and estate planning sales aids that compare our onshore and offshore trust solutions.

 
Contact us  
 

Canada Life Limited
Canada Life Place
Potters Bar
Hertfordshire
EN6 5BA
 
Library  
 

Library

The library contains a comprehensive list of product literature, sales aids and other relevant documents.
Related literature
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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.