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Investments and tax planning

These articles relate to the following Aviva product lines: retirement products.

Bonds for higher rate taxpayers

In this article we consider the benefits of UK Investment Bonds for the higher rate taxpayer.

Bonds versus collectives for basic rate taxpayers

Choosing the right tax wrapper for basic rate taxpayers

Bonds versus collectives for higher rate taxpayers

Choosing the right tax wrapper for higher rate taxpayers

Capital gains tax planning

Maximising Capital Gains Tax benefit and minimising tax losses

Dividend Taxation from 6 April 2016

Looking at how dividends are taxed from 6 April 2016

High earners and planning for the 45% and 60% tax rates

With a 45% tax rate for taxable income over £150,000 together with the reduction in the personal allowance for those earning over £100,000 we consider the planning opportunities.

ISA or Pension?

In this article we compare the tax benefits of an ISA and Pension.

Onshore Investment Bond Surrenders and Top Slicing

This bulletin looks at how top slicing works and reducing the tax liability on an onshore bond surrender

Corporate Investments in Collectives

This article looks at the taxation of corporate investments and other considerations.

Investments by charities

Charitable investments, and whether investment bonds are a suitable investment.

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WA01356 01/2018