ABOUT THIS EPISODE
Canada Life UK’s Sean Christian joins Gary Robinson in the Isle of Man to discuss the growing demand for estate planning solutions, the impact of recent UK tax changes, and why case studies are at the heart of Canada Life’s technical approach.
Sean explains how advisers are increasingly looking at international bonds, trusts and wealth preservation structures as inheritance tax, pensions and capital gains tax come under greater scrutiny. He also discusses Canada Life’s recent success at the International Adviser awards, the importance of investing in technical expertise, and why no two clients are ever the same. Topics include:
• The growth of Canada Life’s wealth business
• Estate planning and inheritance tax solutions
• International bonds and wealth preservation accounts
• The impact of Rachel Reeves’ tax changes
• Why technical support is so important for advisers
• How case studies help advisers identify client opportunities
• Canada Life’s award-winning proposition
Subscribe for more interviews with leading voices across the international financial advice and wealth management sector.
#CanadaLife #FinancialAdvisers #EstatePlanning #InheritanceTax #InternationalBonds #WealthManagement #FinancialPlanning #Advisers #TaxPlanning #InternationalAdviser
Sean explains how advisers are increasingly looking at international bonds, trusts and wealth preservation structures as inheritance tax, pensions and capital gains tax come under greater scrutiny. He also discusses Canada Life’s recent success at the International Adviser awards, the importance of investing in technical expertise, and why no two clients are ever the same. Topics include:
• The growth of Canada Life’s wealth business
• Estate planning and inheritance tax solutions
• International bonds and wealth preservation accounts
• The impact of Rachel Reeves’ tax changes
• Why technical support is so important for advisers
• How case studies help advisers identify client opportunities
• Canada Life’s award-winning proposition
Subscribe for more interviews with leading voices across the international financial advice and wealth management sector.
#CanadaLife #FinancialAdvisers #EstatePlanning #InheritanceTax #InternationalBonds #WealthManagement #FinancialPlanning #Advisers #TaxPlanning #InternationalAdviser
English
United States
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