Canada Life
Best Practice | 24 Jan 18
UK wealthy struggle to understand inheritance tax
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
Top five chargeable queries of 2017
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: How to get the jurisdiction right
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.
Canada Life makes passive push with five portfolio funds
Canada Life has expanded its multi-asset range with the launch of five life and pension funds to complement its active range and make its first large-scale push into passive funds.
Canada Life International targets wider market
The portfolio bonds from Canada Life International (CLI) have halved the minimum single and additional investment amounts and increased the maximum age of the youngest life assured by 10 years.