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
Webinar in focus
Protecting wealth & legacy: retirement, IHT & estate planning
As part of our estate planning webinar series, this session is available on two dates and will help you stay ahead of upcoming pensions and IHT changes that could affect your clients.
Register for this session and see the full estate planning series (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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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
The Role of Trustees
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Investments & tax planning
Investment Bonds in Trust Taxation
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