Wealth Preservation Account | Canada Life UK

The Wealth Preservation Accounts are arrangements designed to save inheritance tax. They allow a client to gift money into trust to reduce their potential inheritance tax liability but also allows them predetermined access to annual payments (if required) to supplement their income. On inception, the Account is immediately assigned into a bare trust and then into a discretionary settlement.

Find out more : www.canadalife.co.uk/estate-planning/wealth-preser…

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