These articles relate to Aviva's retirement and investment product lines. To assist with client conversations for personal, business and non-profit organisations.
Christmas and New Year giving – essential IHT planning strategies
Tony Wickenden discusses how can gifting impacts inheritance tax (IHT) and how exemptions can be maximised.
Essential tax and financial planning strategies for married couples
Article examining the opportunities that exist for tax-efficient distribution of income between married couples/civil partners.
Protecting the financial plan
Tony Wickenden, Managing Director at Technical Connection, explores protecting the financial plan.
Tax and estate planning for unmarried couples
Rejecting the traditional route of marriage in favour of cohabitation has become increasingly commonplace over the last two decades.
IHT Planning for those with cash: Access to regular payments throughout life required: the role of Discounted Gift Trusts
Tony Wickenden, Managing Director at Technical Connection, explains the role of Discounted Gift Trusts.
IHT Planning for those with cash: Access to original capital required : the role of Loan Trusts
Tony Wickenden, Managing Director at Technical Connection, explains the role of Loan Trusts.
Lifetime Mortgages and IHT Planning
This article discusses Lifetime Mortgages, IHT Planning and some of the key variables that will need to be factored into the decision-making process.