Aviva Financial Advice adds equity release and IHT to service

Moving towards whole of wealth advice

Jenna Brown
clock • 2 min read
Mary Harper: ""It's part of our longer term aim to offer advice on different products, and more blended solutions, according to which life stage they are currently at, whilst maintaining a specialism for the at- and post-retirement milestone. This is where AFA's expertise lies and where the biggest advice gap persists."
Image:

Mary Harper: ""It's part of our longer term aim to offer advice on different products, and more blended solutions, according to which life stage they are currently at, whilst maintaining a specialism for the at- and post-retirement milestone. This is where AFA's expertise lies and where the biggest advice gap persists."

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...

To continue reading this article...

Join Professional Adviser

 

  • 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

April IHT receipts up £10m on last year, HMRC reveals

April IHT receipts up £10m on last year, HMRC reveals

‘Boost for the Treasury’s coffers’

clock 24 May 2022 • 7 min read
Financial advisers should work to develop new methods of reaching younger people through social media channels such as Instagram, TikTok, YouTube and Twitter, research has shown.

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock 20 May 2022 • 3 min read
David Downie: Express trust registration - what advisers need to know

David Downie: Express trust registration - what advisers need to know

Deadline appraoching

David Downie
clock 18 May 2022 • 5 min read