Investments and tax planning

These articles relate to the following Aviva product lines: retirement products.

Personal

Bonds for higher rate taxpayers

In this article we consider the benefits of UK Investment Bonds for the higher rate taxpayer.

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Bonds versus collectives for basic rate taxpayers

Choosing the right tax wrapper for basic rate taxpayers

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Bonds versus collectives for higher rate taxpayers

Choosing the right tax wrapper for higher rate taxpayers

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Capital gains tax planning

Maximising Capital Gains Tax benefit and minimising tax losses

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Dividend Taxation from 6 April 2016

Looking at how dividends are taxed from 6 April 2016

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High earners and planning for the 45% and 60% tax rates

With a 45% tax rate for taxable income over £150,000 together with the reduction in the personal allowance for those earning over £100,000 we consider the planning opportunities.

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Business

Corporate Investments in Collectives

This article looks at the taxation of corporate investments and other considerations.

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Non-profit organisations

Investments by charities

Charitable investments, and whether investment bonds are a suitable investment.

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Also available in our Tech Centre

Pensions and retirement

Articles to assist with client conversations for pre-retirement accumulation, retirement solutions and death benefits.

Trust and inheritance tax

Articles to assist with client conversations for lifetime, trust planning solutions and post-death planning.

Protection planning

Articles to assist with client conversations for protection planning.