These articles relate to the following Aviva product lines: retirement products, protection products.
Benefits of Placing Life Assurance Under Trust
Using an example to show the advantages of writing a single life policy under trust
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.
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.
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.
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.
The Role of Trustees
This article looks at what is involved in being a trustee of a life assurance policy under trust.
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.