20th October 2016

Canada Life: Estate planning innovation that stands the test of time

Canada Life has been helping people keep control of their estates for more than 40 years. Ensuring they have access to their money during their lifetime, and control over what happens after they've gone.

For the past 25 years flexible reversionary trusts (FRT) have been a core element in their range of estate planning solutions. In his recent article, Neil Jones, tax and estate planning expert in Canada Life’s ican Technical Services team, tracks the development of the FRT and looks at the benefits of the different estate planning solutions available.

Celebrating 10 years of success

Of course, nothing stands still and in 2004 the Pre-Owned Asset Tax (POAT) was introduced targeting those looking to avoid inheritance tax by removing assets from their taxable estate whilst continuing to enjoy the benefits of ownership. In response, in 2006 Canada Life developed a sophisticated double-trust solution and launched the Wealth Preservation Account - a robust and compliant solution which is now celebrating its 10th anniversary as part of the company’s award winning range of tax and estate planning solutions.

To mark the occasion the specialist ican Technical Services team is running a series of webinars to provide a deeper understanding of how the Wealth Preservation Account can help your clients.

Webinar schedule

Estate Planning without the IHT angle. Wednesday 26 October – register now

10 years of Wealth Preservation Account.  Wednesday 9 November - register now
 - a deeper understanding

Best of Both Worlds. Tuesday 22 November 

Register for these webinars or take a look at the animated video

Tax, Trust & ISA, Partner Webcasts