Canada Life partners with ZEDRA

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.