Succession & Estate Planning

Approved Succession & Estate Planning firms, Canada Life and Moore Stephens are listed below in alphabetical order.

At Canada Life International, we specialise in offshore investment, estate planning and protection solutions - designed to help grow, manage and protect the wealth of your clients. All of this is backed by our highly regarded service, technical expertise and substantial financial strength.


Canada Life International Limited (CLI) is wholly owned by the Canada Life Assurance Company, part of the Great-West Lifeco group of companies. As part of this group, Canada Life and its subsidiaries is a constituent of the Financial Times Global 500 world’s largest companies. Combined assets under administration were circa £430bn as at 31 December 2013.


CLI was established in 1987 and is based on the Isle of Man, a jurisdiction recognised for its stable government, strong regulatory controls and policyholder protection measures. Since its formation, CLI has continually developed expertise in providing wealth management solutions for UK and international clients alike. In 2003 CLI launched a subsidiary in the Isle of Man called CLI Institutional Limited (CLII), aimed at ultra-high net worth individuals looking to invest a minimum of £1m.


The company employs 138 people at its headquarters in Castletown and has witnessed phenomenal growth in recent years, with assets under administration growing by over 500% since 2002. Total assets under administration of £8.8bn (as at 31 December 2013) represent a growth of over 10% from £7.98bn as 31 December 2012.


In 2013 CLI saw growth of 7.5% in investment bond sales. The rise saw CLI achieve premiums of £792m last year, compared with £737m in 2012. This caps a strong period for the international arm of Canada Life with the announcement in May 2013 of a new Dublin based company, Canada Life International Assurance Limited (CLIA) giving a choice of an EU-based jurisdiction alongside the existing Isle of Man operation. The launch in January 2014 of a new estate planning product through CLIA – the Wealth Preservation Europe Account (WPEA) - allows preferential VAT treatment for discretionary fund and investment managers, allowing policyholders to save 20% on their investment charge.


In 2013 CLI was awarded an overall 5-star rating for the eleventh successive year for its ongoing strength in the offshore investment market, in AKG’s Annual Review. CLIA and CLII were also awarded the same 5-star rating. AKG attributed the consistently high rating for service to CLI’s ongoing dedication to providing value for money products alongside outstanding levels of technical support through the ican brand.


CLI was also recognised in 2013 by receiving the following awards:

• Best offshore life group – Professional Adviser Awards

• Best product range – International Adviser Awards (3rd time in the last 4 years)

• Best tax and estate planning solutions – International Adviser Awards and Professional Adviser Awards

• Best protection product - International Adviser Awards (5th consecutive year)


Great-West Lifeco and its subsidiaries have received strong ratings from the major ratings agencies.


The following rating information for the Canada Life Assurance Company and Great-West Lifeco is correct as at 14 March 2014:


• Standard & Poor’s ratings services: Insurer Financial Strength AA

• Moody’s investors service: Insurer Financial Strength Aa3

• A.M. Best Company: Financial Strength A+

• Fitch ratings: Insurer Financial Strength AA

• DBRS (Dominion Bond Rating service): Claims Paying Ability IC-1


For further information, please contact Canada Life by:







Moore Stephens is a top ten accounting and advisory firm, with offices throughout the UK and members across the globe. We partner with our clients, supporting their aspirations and contributing to their success. Our in-depth understanding of our clients allows us to deliver focused accounting and advisory solutions, both locally and globally.  Moore Stephens International is a top ten global network, headquartered in London with fees of over US$2.6 billion and offices in 106 countries. Our clients have access to the resources and capabilities to meet their global needs.


It is wise to look ahead and take steps to protect your family wealth – whether through trusts, inheritance tax planning or efficient estate administration. As professional advisers, we know that personal, family, charitable and business interests often overlap. From a personal perspective, our clients want to protect their family wealth and often have charitable interests they also wish to pursue. Planning ahead is a way to ensure effective management of your assets. We can help our clients protect the interests of those they love and whom they wish to benefit from their estate, as well as ensure they are able to protect the issues they care about.


At Moore Stephens, our experienced professionals combine their technical expertise in trusts, estates and charities with an understanding of the complexities of life. We take time to understand your specific circumstances, family situation, business and financial arrangements. With this knowledge we can then advise on how you can best achieve your goals through the creation of a trust, charity or other tax efficient planning. On the death of a loved one, we act with skill and sensitivity to help executors and personal representatives meet the demands made of them, relieving some of the burden at such a difficult time, as well as ensuring that the estate’s affairs are handled efficiently.


For further information, please contact Alex Traill, Director:


T: +44 (0) 7334 9191

M: +44 (0) 7970 599 823


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