IHT Planning
Helping clients leave a legacy – not a liability
James Dale, Retail Product Manager, Protection at Aviva, explores why Inheritance Tax planning now matters to more clients than ever, and how advisers can use gifting, protection and trusts to help turn a potential Inheritance Tax bill into a positive legacy.
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IHT Planning
The role of protection in Inheritance Tax planning
James Dale, Retail Product Manager, Protection at Aviva, explores how Inheritance Tax reform is increasing pressure on estate planning, and when advisers may need to write protection to meet growing liquidity needs.
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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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IHT 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)...
