Estate Planning

Discover our range of technical support resources for estate planning, including a selection of CPD-qualifying webinars and on-demand training.

Expert trusts and estate planning support

Enhance your knowledge with content developed by our team of industry-recognised experts. Join live webinars or access our resources when it best suits you.

Our estate planning technical support covers trust planning and taxation, inheritance tax and gifting during lifetime and on death, and how a death estate is affected by a Will or intestacy.  You can also learn some of the financial aspects of long-term care, including powers of attorney and deputyship.

We’ll send you a personalised certificate for any structured CPD training you complete, and our unstructured CPD content allows you to build and log your own CPD record. Learning outcomes covered during our webinars or events are available on request.

Featured resources

An in depth look at trusts and the role of a trustee

This webinar provides an in-depth understanding of trusts and the important role of a trustee. It explains what a trust is, why clients would choose to use them, and the features and benefits of bonds and why they could be suitable trust assets

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New requirements for the Trust Registration Service

Learn about the recent updates and amendments to the Trust Registration Service requirements. Stay updated on the new obligations and ensure compliance with the latest regulations.

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Principal and Exit Charges

Any non-exempt gifts into a trust that are subject to the relevant property regime are treated as chargeable lifetime transfers and carry with them the possibility of a number of inheritance tax charges.

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Find the right learning for you

Search or browse ican academy’s full library of technical support and CPD resources, including:

  •  Webinars
  • Podcasts
  • e-learning
  • Videos
  • Articles and reports
  • Briefing notes and tech bites

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More info and useful resources

CPD at Canada Life

Grow your skillset with Canada Life’s CPD training. Discover tools and resources to support your CPD journey.

Learn more about CPD

The ican team

We’re proud to be the expert’s expert. Our team enjoys a wealth of experience, and our support is award winning.

Meet the ican team

Trust Registration Service

The following information relates primarily to trusts used to hold investment bonds. Most trusts related to protection products, for example those in our Group insurance policies, will not need to register.

The Trust Registration Service

Account manager

Have an account-related query? Get in touch with our team. We’re on hand to help with any questions you have.

Contact your account manager