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Canada Life offers aid on IHT

Canada Life has set up a dedicated technical team to help IFAs with estate planning and IHT mitigation.

The firm says that with IHT thresholds not rising in line with house prices, more and more homeowners are being hit with IHT bills so the number of IFAs having to deal with IHT planning has increased.

IFAs will be able to arrange face-to-face meetings with Canada Life specialist advisers on a one-to-one basis.

The new format will allow advisers to delve deeper into the technicalities of tax issues and financial planning that can be too complex to go into over the phone.

Canada Life’s expert team include a range of legal, tax or chartered financial planning specialists who are up to date with the post-Budget changes to IHT planning in relation to trusts.

Senior tax and estate planning consultant David Mor- ley says: “IFAs require more than just sales support from providers. The technical team offers IFAs advice regarding the issues and regulations that impact the products that Can-ada Life provides. We have structured our team in a way that we feel will best meet the needs of our clients, maintaining a regional network of adv-isers able to liaise directly with the IFA.”


Midas funds find the right balance

The CF Midas balanced growth and CF Midas balanced income funds have both passed 200m in assets under management. The company says monthly fund inflows are now averaging 20m, helped by its various distribution links. It says the performance of the funds will not be hampered by their increase in size as their multi-asset strategies […]

DWP axes web service for pensions

The Department for Work and Pensions has dropped plans for a web-based pension service for people who cannot afford advice because it admits it does not know what future pen- sion provision will look like. The Retirement Planning web service, costing the taxpayer £11m, was intended to provide advice on planning and saving for retirement […]

Buxton backing small cap to top Skandia best ideas fund

Schroder UK fund manager Richard Buxton says he is unlikely to be the top-performing manager of the 10 chosen to contribute to the Skandia UK best ideas fund. Buxton, who runs Schroder alpha plus, picked nine large cap and one mid-cap stock for the Skandia portfolio but is backing a small cap manager to be […]

Inspired thinking

Schroders has been steadily rebuilding its European proposition over the last year or so. It went through a number of departures, including Adriaan de Mol van Otterloo in 2005, having already lost Mark Pignatelli. It has addressed this by bringing in Denis Clough to head the European desk – a surprise to many as he […]

Simon Fletcher

Auto-enrolment: pay attention or pay the price

By Simon Fletcher

As a chief executive officer of a business in the financial services sector, I have been dealing with the introduction of auto-enrolment for our clients for some time, but I can also speak from an employer’s point of view, having to go through the process ourselves.


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