Canada Life

Companies | 28 Feb 18

The recent trend of closed book market consolidators buying up international life company books of business has distracted its competitors and can be an issue for adviser firms, the managing director of Canada Life International, Sean Christian, has warned.

Best Practice | 9 Feb 18

One person in 25 in the UK expects to inherit an estate over a million pounds, according to research from Canada Life.

Best Practice | 24 Jan 18

More than two thirds of UK consumers with assets of more than £325,000 ($454,305, €370,339) do not know their estate may be liable for an inheritance tax (IHT) bill, according to research by Canada Life.

Best Practice | 15 Dec 17

One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most common chargeable event queries advisers asked in 2017.

Best Practice | 5 Dec 17

Trusts form an important part of UK tax planning and can offer a wide range of opportunities. To advise a client correctly regarding the setting up and maintenance of a trust, it is important to establish if the trust itself is treated as a UK resident trust or a non-UK resident trust, says Canada Life.