These articles relate to Aviva's retirement and protection product lines. To assist with client conversations for lifetime, trust planning solutions and post-death planning.
Nil rate band planning
Through lifetime and testamentary planning, individuals can (often substantially) reduce their inheritance tax (IHT) liability – with the help of financial advice.
Discounted gift trust underwriting
Many life assurance companies market the use of discounted gift trust as part of inheritance tax planning.
Reporting chargeable lifetime transfers
Familiarise with the Regulations to ensure that necessary guidance is provided.
In this article we will look at various Will planning ideas and consider how discussing bespoke estate planning solutions can develop other business opportunities and valuable relationships with other professional advisers.
Equity release and inheritance tax
In this article we look at what needs to be considered when valuing jointly owned assets that are subject to an equity release loan, for inheritance tax purposes.
Bare trusts for minors - taxation of life policy gains
This article deals with how HM Revenue & Customs treats gains on life assurance policies held under bare trust for minors.
Estate planning during lifetime with the main residence
Tony Wickenden, Managing Director at Technical Connection, discusses estate planning during lifetime with the main residence.