Pensions and retirement planning
These articles relate to Aviva's retirement product lines. To assist with client conversations for pensions planning.
Retirement Planning and the Annual Allowance
This article discusses the Annual Allowance and the limit applied to tax relieved savings and/or benefits that can be made by or on behalf of an individual within a single tax year, anything in excess of this will receive a tax charge
The roles of pensions and lifetime mortgages in an all asset approach to financial planning
Investment bonds are taxed under the unique chargeable events regime and as such, provide flexibility in terms of how funds can be withdrawn and, often this can be achieved in a tax-efficient manner as explained in this article.