Featured Content
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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Bonds
Investment Bonds & Trusts in Wealth Transfer Strategies
Investment bonds can play a crucial role in wealth transfer strategies, particularly when combined with trusts. This combination offers a way to gift assets while retaining control and access, which is essential for many donors, especially given increased longevity expectations.
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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.
CPD article library
Top up your knowledge with our CPD articles.
Browse below or choose a topic that interests you.
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Retirement
Retirement Planning and the Annual Allowance
