Canada Life partners with ZEDRA

Expertise and experience are central to our professional trustee service, so you can be assured your trust will be managed efficiently and competently.

ZEDRA is delighted to announce that it has won Trust Company of the Year at the STEP Private Client Awards 2022.

Canada Life and ZEDRA are partnering to provide professional trustee services to Canada Life’s clients.

We are delighted to act as the professional trustee for clients who are creating new trusts or for those who wish to step down as trustee of existing trusts and appoint ZEDRA in their place. Our streamlined onboarding process managed jointly by Canada Life and ZEDRA ensures clients are provided with a consistently excellent service.

Our award winning team of trust experts provide ongoing peace of mind, support and impartiality for clients who can feel safe in the knowledge their affairs are handled by qualified and experienced trust practitioners.

We handle all aspects of the trust’s administration including Trust Registration Service compliance with both HM Revenue and Customs (HMRC) and the Central Register of Beneficial Ownership of Trusts (CRBOT) as required. Our service covers all necessary compliance and regulatory reporting obligations in addition to accurate record keeping and making payments to beneficiaries.

ZEDRA has been providing professional trust services in the UK for over 55 years so we will give important continuity to your family and provide confidence that your trust will continue to be professionally managed in the future.

For more information about Canada Life visit canadalife.co.uk.

Meet Our Team

Stuart McLuckie

Managing Director
Manchester

Sue Wakefield

Director
Manchester

Peter Skelly

Head of Trusts
Manchester

Laura Tommis

Business & Relationship Manager
Manchester

Helping you with your Estate Planning needs

Our unique wealth of Estate Planning knowledge and experience guarantees that your affairs are in the best possible hands.