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Canada Life International – Wealth Preservation Accoun

Canada Life International

Wealth Preservation Account

Canada Life International

Wealth Preservation Account

Type: IHT mitigation plan

Aim: Reducing IHT liabilities by investing in CLI funds or other investment funds

Minimum investment: Lump sum £50,000

Investment choice: More than 100 Canada Life International funds or any other investment fund selected through the Trustees

Allocation rates: 92.5-98.5 depending on commission taken

Options: Nomination of fund adviser through the trustees

Charges: Option 1 establishment charge up to 7.5% depending on commission taken, option 2 quarterly establishment charge 0.133-0.534% in first five years

Commission: Menu-based – Initial up to 6%, renewal up to 1%

Tel: 01624 820208

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