UK residents with assets of more than £325,000 are not the only ones who might be concerned that the UK’s inheritance tax threshold is failing to keep pace with inflation: expats, for example, ought to be studying the matter as well.
Canada Life has announced it is to continue to offer trail commission on both is offshore and onshore bonds sold in the UK.
For UK residents spending time abroad, holding investment bonds can be a good way to avoid paying unnecessary UK tax. However, legislation from HMRC calls for a new calculation. Though deemed ‘not overly complex’, it’s not exactly simple either.
Jeremy Pearson, technical support manager of Canada Life, looks at how HMRC has resolved a key area of uncertainty in the realm of discounted gift trusts and says why it’s good news
Andy Marks has left his job as head of institutional relationships at Canada Life to take a role with St James's Place, International Adviser has learned.
Canada Life is reducing the establishment charge on its Flexible Investment Bond by 50% until September 6 this year.
Whole of life policies are recommended by more than half of advisers for estate or inheritance tax planning according to research from Canada Life International.
The Retail Distribution Review and the UK Government’s rhetoric on tax evasion were among the challenges discussed at a roundtable event held by International Adviser earlier this month.
Canada Life’s parent company Great-West Lifeco is to purchase Irish Life, a company the Irish government was forced to nationalise during its banking crisis, for 1.3bn (£1.1bn, $1.75bn).
The introduction of the RDR has changed how advisers are remunerated. Here, Canada Life’s Neil Jones explains how a trust can continue to pay its advisers.
Canada Life International has updated the options for adviser charging on its range of discounted trust accounts in order to make them complaint with the Retail Distribution Review.
Canada Life International has announced the timetable for unisex rates to be applied to its Flexible Life Plan, driven by the forthcoming introduction of gender equalisation legislation on 21 December.
