News & Views

Archived content. For investment professionals only.

Canada Life: Planning opportunities with international investment bonds

Investment & Tax Webinar for Financial Advisers and Paraplanners

7 Nov 2016

Canada Life: Planning opportunities with international investment bonds

With an international investment bond your clients can benefit from 5% tax-deferred withdrawals with no tax returns being required until a chargeable gain occurs. This offers simple and straightforward tax-efficient investment solution. Kim Jarvis, technical manager at Canada Life, explains how to make the most of the tax free allowances.

An international investment bond can be a perfect vehicle for controlling the tax point on the gains made and tax efficient planning - including funding for a child's or grandchild's education. Bond segments can be assigned to the student who is likely to be a non-tax payer if they are in full time education.

Join Jeremy Pearson in his webinar - 'Pinpoint tax planning and funding for education, using international bonds' on 16 November. Jeremy will explore two case studies to show how this can work in practice and how valuable policy segments are in tax planning.

Pinpoint tax planning and funding for education using international bonds
Webinar 16 November 10.00 -

Email this article Print Share on Twitter Share on LinkedIn Share on Facebook Share on Google+


Not yet registered?

Please complete this form to join our community

Select your role:
Confirm Password

Visit the Canada Life sponsor area See more about Canada Life in Tools & Resources

Read more articles from Canada Life.

Join the Panacea community

Join the Panacea community for free and recieve news, guides, whitepapers, event information, special offers and more!