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

Budget wobbles could be making Brits vulnerable

Budget wobbles could be making Brits vulnerable

Financial advisers have been inundated with Budget questions

Jen Frost
clock 25 October 2024 • 3 min read
Buckle up for the 'Big Show' coming on 30 October

Buckle up for the 'Big Show' coming on 30 October

'Speculation mounts before every Budget but this time it feels different'

Alex Ranahan
clock 24 October 2024 • 5 min read
Budget uncertainty fuels surge in pension and CGT client calls

Budget uncertainty fuels surge in pension and CGT client calls

Budget speech set for 30 October with tax changes likely

Jenna Brown
clock 21 October 2024 • 2 min read