In her Masterclass session on 19 October, Julia will give an overview of current Inheritance tax considerations and how these are impacting people and what can be done to help negate IHT liabilities, including the uses of trusts and a brief overview of UK Trust Registration Service and trustee obligations.

Julia has held many roles throughout her 18-year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust and estate planning markets. Julia’s focus is on the tax, trust and estate planning arena writing articles and assisting with technical queries, as well as delivering presentations on a range of estate planning subjects both locally and nationally.

Canada Life is part of a group of companies controlled by Great-West Lifeco Inc., a diversified financial services holding company headquartered in Winnipeg, Canada. Through its subsidiary companies, Lifeco has operations in Canada, the United States, and Europe. Great-West Lifeco and its insurance subsidiaries have received strong ratings from major rating agencies.  Great-West Lifeco has over 30 million customers worldwide and £1.341 trillion assets under administration (as at 31.12.21). Canada Life Limited began operations in the United Kingdom in 1903 and looks after the retirement, investment and protection needs of individuals and companies alike.

Book your place at the Headlinemoney Masterclass here