Personal Protection
Inheritance Tax and HNW clients: five key protection tools
Rebecca Lowe, Retail Product Lead for Protection at Aviva, outlines five essential protection tools to help advisers address growing inheritance tax (IHT) challenges for high net worth clients.
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Skills & Business Support
Financial advice or lifestyle coach? The evolving role of the HNW adviser
High net worth clients increasingly need support beyond financial planning. Patti George, Market Development Manager at Aviva, explores how advisers can combine technical expertise with emotional intelligence to help clients navigate wealth, family and legacy conversations.
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Personal Protection
From mortgage-led to client-led: how menu plans are changing protection advice
Brianna Saraceno, Protection Propositions Manager at Aviva, explores how menu plans are reshaping protection advice, helping advisers build tailored, affordable cover solutions that balance income protection, workplace benefits and long-term financial resilience for clients.
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IHT Planning
A smarter way to reduce Inheritance Tax planning using the Rysaffe principle
James Dale, Retail Product Manager, Protection at Aviva, explores how advisers can use the Rysaffe principle to structure protection more efficiently, reduce unnecessary Inheritance Tax charges and improve long term estate planning outcomes.
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