Featured Content
NEW Investments & tax planning
Business Property Relief and Agricultural Property Relief - a practical guide for advisers
James Dale, Aviva’s Retail Product Manager for Protection, explains one of the most significant changes to Inheritance Tax (IHT) planning in decades. The recent reforms to Business Property Relief (BPR) and Agricultural Property Relief (APR) will have a significant impact on clients who own farms and other businesses. Though both reliefs will continue to exist, the way they operate - and the level of protection they provide - changed fundamentally on 6 April this year.
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Investment Bond Opportunities
Combined with our comprehensive suite of trusts, the Onshore Bond can provide a compelling option for tax efficient investing and inheritance tax planning.
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Protection planning
Benefits of Placing Life insurance Under Trust
When taking out a life cover policy a trust should normally be considered. In this article we will look at an example of someone taking out a new term life insurance policy, the advantages and implications of using a trust, and how to set it up.
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IHT planning
IHT Planning for those with cash: the role of Loan Trusts
IHT Planning for those with cash: Access to original capital required : the role of Loan Trusts
CPD Webinar series
Estate planning and IHT webinar series
This series is designed to help you confidently connect protection solutions with estate planning to safeguard your clients' legacy.
In this webinar series, you'll learn to:
• Identify risks that might leave financial plans vulnerable.
• Find opportunities to improve client outcomes.
• Introduce protection naturally and relevantly.
• Use real-life examples to boost client conversations.
You’ll be able to choose individual sessions or register for them all to earn up to 4 hours of CPD:
CPD article library
Top up your knowledge with our CPD articles.
Browse below or choose a topic that interests you.
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Investments & tax planning
Essential tax and financial planning strategies for married couples
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IHT planning
Lifetime Mortgages and IHT Planning
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Investments & tax planning
Business Property Relief and Agricultural Property Relief - a practical guide for advisers
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IHT planning
The role of protection in Inheritance Tax planning
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Investments & tax planning
A smarter way to reduce Inheritance Tax planning using the Rysaffe principle
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Investments & tax planning
Helping clients leave a legacy – not a liability
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Protection planning
Freeing people from the fear of uncertainty
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Protection planning
Life insurance for inheritance tax planning
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Protection planning
Divorce – Managing life changes - Protection solutions using a trust
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