These articles relate to Aviva's retirement and investment product lines. To assist with client conversations for personal, business and non-profit organisations.
What does the Autumn Statement mean for financial plans?
Tony Wickenden explores the implications of the recent Autumn Statement.
Protecting the financial plan
Tony Wickenden, Managing Director at Technical Connection, explores protecting the financial plan.
The future of capital gains tax
Tony Wickenden discusses the current and historical position of CGT before providing insight into what the future may look like.
Bonds versus collectives for higher rate taxpayers
Advisers must consider carefully the tax benefits of onshore investment bonds for their 40% and 45% taxpaying clients..
Bonds versus collectives for basic rate taxpayers
In this article, we focus on the importance of wrapper choice for basic rate tax payers, a very important segment of investors.
Bonds for higher rate taxpayers
The taxation of dividend income means that Investment Bonds can be highly tax efficient investments for higher rate taxpayers who wish to invest in equity linked funds.
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.
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.
The Essence and Importance of Intergenerational Financial Planning
Tony Wickenden, Managing Director at Technical Connection, explains the role of Discounted Gift Trusts.
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.
Tax implications of divorce
Tax implications of divorce