Hi [[ session.user.profile.firstName ]]

Canada Life UK

  • Date
  • Rating
  • Views
  • Calculating estate planning charges
    Calculating estate planning charges
    Neil Jones Recorded: Nov 27 2018 49 mins
    Many trusts are subject to periodic charges (sometime called ten year anniversary charges) and exit charges, and trustees are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. They may look to their professional advisers for help and this webinar looks at how these charges apply to different estate planning solutions.CPD certificates available to all attendees.
  • Estate planning with trusts – the best of both worlds
    Estate planning with trusts – the best of both worlds
    Francesca Gandolfi, Canada Life Recorded: Nov 22 2018 30 mins
    Trust-based inheritance tax solutions have developed over many years and the various arrangements available can provide differing levels of access and IHT efficiency. In this presentation we look at some of the common solutions and how they can be used as part of an estate planning strategy. CPD certificates available to all attendees.
  • Inheritance tax – What’s an estate worth?
    Inheritance tax – What’s an estate worth?
    Kim Jarvis Recorded: Nov 15 2018 48 mins
    Calculating the value of an estate is clearly important when it comes to planning for inheritance tax and can be impacted by a variety of factors. That’s why our latest webinar looks at how to calculate the value of an estate, the various exemptions and reliefs available and, of course, some of the ways to mitigate IHT. CPD certificates available to all attendees.

Embed in website or blog