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Protection, Investments & Estate Planning

Our dedicated team of tax, trusts and pensions specialists are experts in their chosen fields, and provide analysis and comment on developments and practice in the financial services marketplace. They can identify planning opportunities that could benefit your clients and help you build your business.

Bonds & Other Investments

Our fact sheets and financial planning articles provide advisers with support on investment bonds and other investments.

Protection

The Scottish Widows Protect Centre provides advisers with extensive support and tools for our range of protection policies and trusts. Plus access all our related financial planning articles.

Trusts and estate planning

We have a range of trusts to support different planning needs. Our financial planning articles offer advisers support across a wide range of trust and estate planning topics, relevant to both protection and IHT planning with investment bonds.

Tax and year-end planning

A range of articles covering the broad spectrum of tax planning generally, including tax year end planning.

Download all our financial planning articles

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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 201601.

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