December 2018
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New series of paraplanner technical webinars from Canada Life

9 September 2018

Following on from the massively successful spring Paraplanners Academy webinars produced for Professional Paraplanner readers, Canada Life’s technical team is launching a series of new webinars specifically designed to answer the most common and difficult questions facing paraplanners.

Illustrated with real life examples, the new webinar series looks in-depth at gift and loan trusts, the tax benefits of UK and international bonds, and the seven year rule for nil rate band recycling. Participants in the CPD-grade webinars are able to listen, ask questions in real time and later watch a recording to refresh their memory.

Talking about the new series, Karen Stacey, head of Distribution Services at Canada Life, said:

“These webinars are built around the unique needs of paraplanners, and put a premium on clear information and the underlying calculations that can transform a good financial strategy into a great one.

“Our presenters, including Professional Paraplanner technical author Kim Jarvis (pictured), have immense experience garnered over years of involvement with the issues facing paraplanners.” 

Paraplanners can register for the webinars on the Canada Life website. The scheduled webinars are:

Gift and loan trust

Date: Wednesday 26 September | Time: 11:00am – 11:45am

Gift and loan trusts can provide a high level of access for a settlor coupled with a number of planning opportunities. In this webinar Technical Manager Kim Jarvis will look at how a gift and loan trust works, the potential opportunities it provides and some of the common pitfalls.

Chargeable gains – exit strategies

Date: Wednesday 17 October | Time: 11:00am – 11:45am

When it’s time to make an exit from a bond, it pays to look closely at the tax benefits both UK and international bonds can offer. Join Patrick Kennedy as he looks at exit strategies, and talks deferred tax, assignments and policy surrenders.

Seven year recycling

Date: Wednesday 31 October | Time: 11:00am – 11:45am

When considering estate planning, it pays to remember that any gifts fall outside the IHT calculation, on at estate after seven years. In effect, a client can recycle their nil rate band and over a longer period of time significant amounts of money can be moved out of an estate. In this webinar Paul Thompson will look at the ability to recycle the nil rate band and the estate planning options this offers.

The full roster of Canada Life’s webinars is available on the webinar page. You will also be able to hear from Canada Life at some of the remaining Technical Insight Seminars – register here.