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Canada Life: Flexible Estate Planning for your clients – an alternative approach to discounted gift schemes

Webcasts for Financial Advisers and paraplanners

25 Feb 2014

Canada Life International Limited (CLI) is a market leading offshore company specialising in investments, estate planning and protection products. One estate planning solution you may not have come across before is the innovative Wealth Preservation Account which allows each of your clients to:

  • Save potential inheritance tax
  • Access a variable ‘income’ stream if required (by way of yearly maturing policies)
  • Defer all ‘income’ if not required or take a partial ‘income’ to satisfy their requirements
  • Access capital for the benefit of beneficiaries during the lifetime of the settlor
  • Reject income if not needed thus making sure the maximum amount of money is removed from the client’s estate

The Wealth Preservation Account was voted Best Trust / Estate Planning Product (UK Offshore) at the International Life Awards in 2013 and you can find out more details here.

Webinar

We will be hosting a 45 minute webinar introducing you to the Wealth Preservation Account. To register, simply click on the date below:

Tuesday 11 March 11.00 – 11.45.

All attendees will receive a CPD certificate on satisfactory completion of a few questions during the webinar.

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