In The Loop: Sean Christian, Canada Life UK cover art

In The Loop: Sean Christian, Canada Life UK

In The Loop: Sean Christian, Canada Life UK

Listen for free

View show details
Canada Life UK’s Sean Christian joins Gary Robinson in the Isle of Man to discuss the growing demand for estate planning solutions, the impact of recent UK tax changes, and why case studies are at the heart of Canada Life’s technical approach. Sean explains how advisers are increasingly looking at international bonds, trusts and wealth preservation structures as inheritance tax, pensions and capital gains tax come under greater scrutiny. He also discusses Canada Life’s recent success at the International Adviser awards, the importance of investing in technical expertise, and why no two clients are ever the same. Topics include: • The growth of Canada Life’s wealth business • Estate planning and inheritance tax solutions • International bonds and wealth preservation accounts • The impact of Rachel Reeves’ tax changes • Why technical support is so important for advisers • How case studies help advisers identify client opportunities • Canada Life’s award-winning proposition Subscribe for more interviews with leading voices across the international financial advice and wealth management sector. #CanadaLife #FinancialAdvisers #EstatePlanning #InheritanceTax #InternationalBonds #WealthManagement #FinancialPlanning #Advisers #TaxPlanning #InternationalAdviser
adbl_web_anon_alc_button_suppression_c
No reviews yet