12th June 2012

Aviva: Planning a Will

Planning early and understanding the facts surrounding a deceased person’s estate will help your clients to make important decisions when considering their Will.

Having a Will in place not only enables their estate to be distributed according to their wishes but means that intestacy can be avoided, whilst providing peace of mind to your clients.

Understand the rules

We look at how the intestacy rules differ in Scotland; how the transferable nil rate band regime works; as well as other financial planning options, such as the tax efficient payment of pension death benefits. 

Remember, discussing Will planning gives you opportunities for other relevant new business, such as additional life cover, creating a lifetime trust or other packaged trust solutions such as Loan Trusts.

Find out more

Download May’s Financial Planning Bulletin (pdf) to find out more about Will planning.

Protection

Registration

Free Registration and CPD

Read More

Related Articles_

Cirencester: Talking Protection - Think Marathon Not Sprint

In the latest AMI Protection Viewpoint report, only 39% of respondents recalled their broker asking about protection insurance, but 99% of brokers said they asked their clients about it

Read More

Cirencester: How Protection Builds Life Resilience

Life is a lottery. One minute everything could be going your way, the next something crops up that blocks your path. The problem may be small, simple to solve and something you can easily overcome to get back on track.

Read More

Cirencester: The Rise of the Multi Job Worker

Over the recent weeks and months, I’ve had several conversations with Advisers where they are struggling to explain how providers approach workers with more than one job. This is not a new issue but one that’s more prevalent today.

Read More

You need to be logged in to comment on this article