Review Time
Currently the executor along with a Solicitor executor for a deceased estate. Deceased has majority of savings with Canada life but despite requests by solicitor they will not release all of the funds to pay the IHT bill, thankfully another institute has released their whole funds but still short of paying the full bill. Canada life say they won’t pay till probate has been granted. So solicitor has opted for paying IHt by instalment, but I imagine there will be a gap before Canada life release all funds to pay HMRC which will invariably mean the estate will pay interest. If the stock market falls in the meantime what will those funds be. Will there still be commission going to the deceased’s broker. I doubt whether this was ever explained to the deceased. Always thought financial institutions released funds to pay for these costs. So I would be very wary of putting all nest eggs in one basket.
Awful! Bloody awful! In the first instance Canada Life online systems are sclerotic. They have never heard of 2FA which means you rely on 'memorable data'. Unfortunately the system crashes continually so you can NEVER access your account. Until it is reset. Then crashes again. Secondly to withdraw a Trust requires reams of paperwork. Most of duplication. They say it can be done by email, but reality is that because it requires multiple signatures it has to be printed off [not helpful when the other trustee lives the other end of the country]. They do not seem to have heard of online forms. In short go with someone who is in the C21 no the C19!
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At Canada Life, we provide retirement, investment and protection solutions to individuals, families and businesses.
We work in partnership with financial advisers to help customers to make more of life. Because we understand that financial security gives our customers the financial freedom and wellbeing that comes with it.
We’re proud of our heritage, our values and our people. In 1903 we opened our first office in London, and in over a century we’ve built a strong and resilient business in the UK.
Let’s build financially secure futures together.
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