Aviva Financial Advice adds equity release and IHT to service

Moving towards whole of wealth advice

Jenna Brown
clock • 2 min read

Aviva Financial Advice has expanded its offering to include equity release and inheritance tax (IHT) advice as it moves towards a whole of wealth proposition.

Aviva's financial advice arm began offering investment advice earlier this year after an internal review concluded its original retirement-only focus was too narrow. Equity release-qualified advisers at Aviva FA will join the provider's "referral model" currently operated for its direct sales where advice queries are directed to panel members. Regulated financial advice is mandatory for all equity release cases. It said enquiries for new equity release business and additional borrowing will be split equally between the providers on the panel. It added equity release business received ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Partner Insight: Inheritance Tax, pensions and the waiting game: Conversations to have now

Partner Insight: Inheritance Tax, pensions and the waiting game: Conversations to have now

With Inheritance Tax expanding and pensions coming into scope, now is the time for advisers to engage clients. Discover how to turn uncertainty into opportunity with strategic estate planning conversations.

Nick Priest Partner and Head of Strategic Partnerships, Downing
clock 26 November 2025 • 9 min read
Budget 25: Changes to IHT on pension rules for personal representatives

Budget 25: Changes to IHT on pension rules for personal representatives

Will be able to instruct scheme administrators to pay

Isabel Baxter
clock 26 November 2025 • 3 min read
Budget 25: APR and BPR £1m threshold frozen until 2031

Budget 25: APR and BPR £1m threshold frozen until 2031

Unused allowance transferable between spouses and civil partners

Isabel Baxter
clock 26 November 2025 • 2 min read