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Canada Life International – Dimensions Preference Discounted Trust Plan

Canada Life International

Dimensions Preference Discounted Trust Plan

Type: IHT mitigation plan

Aim: Reducing IHT liabilities by investing into through a trust

Minimum investment: Lump sum £50,000

Investment choice: 214 internally and externally funds from 37 fund management groups

Place of registration: Isle of Man

Charges: Option A – establishment charge negotiable through reduction in allocation rate depending on amount invested and IFA initial commission taken, option B quarterly establishment charge 0.1-0.53% in first five years, administration fee £75, transaction fee £14.80, option C – initial commission basis – establishment charge negotiable through reduction in allocation rate depending on amount invested and IFA initial commission taken, funded commission basis – quarterly establishment charge up to 0.35%, annual management fee 0.15-0.65%, Option D – quarterly establishment charge 0.3- 0.685%, all option administration fee £75, transaction fee £14.80, fund charges annual 0-1.75% depending on fund

Commission: Option A – initial negotiable through reduction in allocation rate, renewal up to 1.5%, fund adviser fee up to 1.5%, combined renewal and fund adviser fee up to 2%, Option B initial up to 7%, renewal up to 1.5%, fund adviser fee up to 1.5%, combined renewal and fund adviser fee up to 2%, Option C initial commission basis – initial negotiable through reduction in allocation rate, funded commission basis – initial up to 7%, Option D – initial up to 7%, renewal up to 1.5%, fund adviser fee up to 1.5%, combined renewal and fund adviser fee up to 2%

Tel: 01624 820200

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