These articles relate to the following Aviva product lines: retirement products.
Pre retirement accumulation
Pensions and Divorce
There is no one right answer with regards to pensions and divorce and all options should be considered when giving financial advice.
Overseas - opportunities for personal pension members
An overview of the options available to a member of a UK personal pension scheme when they leave the UK
Overseas Transfer Charge
In this article we will look at the overseas transfer charge introduced by the UK government on 8 March 2017 and how this may affect your clients.
Section 32 arrangements, GMPs and transferring
A recap of S32s and GMP and the considerations for transferring
Tapered Annual Allowance
Details of the new tapered annual allowance announced in the Summer Budget 2015
Divorce and the options for pensions
Pension issues for a divorcing couple, calculation of values and the opportunities to work with other professionals.
Pension death benefits 1
A look at the changes to the taxation of pension death benefits from 6 April 2015 and a tax planning opportunity.
Pension death benefits 2
Planning opportunities to maximise death benefits for future generations.
Pension death benefits, trusts and nominations
Pension death benefit planning keeping death benefits out of your client's and their spouse's estates
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Investments and tax
Articles to assist with client conversations for personal, business and non-profit organisations.
Trust and inheritance tax
Articles to assist with client conversations for lifetime, trust planning solutions and post-death planning.
Articles to assist with client conversations for protection planning.