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
Advising every generation with Dr Eliza Filby and Aviva experts
Join us for a new four-part programme led by Dr Eliza Filby and Aviva experts, building on the success of our 2025 Wealth Through the Ages series, which 97.1% of attendees rated good or very good.
Across four sessions, explore how work, investing behaviour, gender and inheritance are reshaping today's needs. Gain practical insights, access the latest data, and learn more about the conversations advisers and clients need to have now.
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