Download the Chesnara Life Estate Planning Manual
Please provide your details:
Supporting your Estate Planning advice
Chesnara Life
Chesnara plc is a responsible and profitable company engaged in the management of Life and Pension policies in the UK, Sweden and the Netherlands.
The company acquired HSBC Life (UK) from HSBC Group in 2026 and remain committed to supporting advisers in delivering great outcomes for clients. Our Onshore Investment Bond is designed to meet clients’ needs whether they are looking to grow their money, produce regular payments to supplement income or pass on assets in a tax-efficient way.
Supporting advice opportunities in the Estate Planning Market
With changing taxation rules, growing asset and property values, clients require advice on estate planning now more than ever before. Our Estate Planning Manual provides a comprehensive guide to this important area – take a look at the topics covered and request your copy today.
Topics covered include:
Wills – including key cconsiderations when making a Will
Trusts – incudes explanation of the types ofcommon Trusts created on death
Intestacy – includes link to the HMRC Intestacy Tool
Inheritance Tax on the Estate – includes nil rate bands, reliefs, exemptions and how to calculate a liability
Deeds of Variation includes Capital Gains Tax (CGT) and Income Tax liabilities plus the formalities
Lifetime Gifts
Exemptions, reliefs, impact of trusts, PETs and how to calculate the tax
Lifetime Trusts and Inheritance Tax – includes March 2006 changes, Types of Trust, TRS & HMRC and how Trusts are charged for tax
Life Assurance – includes Gift inter vivos. Whole of Life and Existing Life Policies, Multiple Trusts, Investment Bonds in Trust , Premiums and Lives Assured
New Trusts vs Existing Trusts – including estate planning products