Protection planning

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

Personal protection

Benefits of Placing Life Assurance Under Trust

Using an example to show the advantages of writing a single life policy under trust

Read more

Divorce – Managing life changes - Protection solutions using a trust

When a couple are divorcing it is often necessary to attempt a reconstruction of the couple’s finances in two (potentially unequal) parts.

Read more

Freeing people from the fear of uncertainty

Air crashes, acts of terrorism and other events causing mass fatalities are those which all too regularly propel 24 hour news coverage into the homes of your clients.

Read more

Life assurance for couples

In this article we look at simple protection planning for couples and consider the added value provided by recommending two single life policies under trust.

Read more

Life assurance for inheritance tax planning

In this article we identify the separate life assurance needs to cover the inheritance tax liabilities resulting from making outright gifts to family and friends.

Read more

The Role of Trustees

This article looks at what is involved in being a trustee of a life assurance policy under trust.

Read more

Also available in our Tech Centre

Pensions and retirement

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

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.