6th May 2014

Canada Life ican webinar programme

Canada Life is delighted to announce an additional Best of Both Worlds (estate planning) webinar event on 3 June due to popular demand. There are places still available for the two events on 20 May discussing onshore bonds and the Accumulation & Maintenance Trust.

The webinar programme aims to deliver added value technical support to the adviser community in a convenient to access manner. Each event is hosted by a member of our award winning ican Technical Services Team. All attendees will receive a CPD certificate by email after each event.

Full details can be found below or by viewing the online event catalogue.

 Best of Both Worlds - 14 May 10:00 – 11:00

Event fully booked – new 3 June date added (see below) due to popular demand.

The Bond is Back - 20 May 10:00 – 11:00 register here

Advisers can select from a number of wrappers for lump sum investments. Join Paul Thompson, Tax and Estate Planning Consultant, as he considers what factors should be borne in mind when making the wrapper decision and some of the implications of getting it wrong.

Bringing back the Accumulation & Maintenance Trust - 20 May 11:30 – 12:00 register here

Join Paul Thompson, Tax and Estate Planning Consultant, as he explores an alternative solution to estate planning which aims to replicate the objectives of the historical Accumulation & Maintenance Trust.

Best of Both Worlds - 3 June 10:00 – 11:00 register here

This presentation will look at the objectives, advantages and disadvantages of the Gift and Loan, Discounted Gift and Flexible Reversionary Trusts. Paul Thompson, Tax and Estate Planning Consultant, will demonstrate how the Flexible Reversionary Trust works and how it may, for the right client, offer the best estate planning solution.

Tax, Trust & ISA