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Norwich Union / Aviva Investment Bond Linked to Life Insurance

ggyoung1968 · 2022-03-17 08:29:14

My late father invested £10,000 in a Norwich Union Bond (now Aviva) Joint Life 2nd Death Portfolio Bond, in 2000, to provide Life Insurance cover for himself and my mother. The Bond was placed in trust to his three children with the clear intention of providing assistance with IHT liability. This purpose (IHT Planning) is…

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dunstonh Posts: 119,776 Forumite

21 March 2022 at 12:18PM

So basically any further investigation the OP may do, will basically be for their own curiosity only?!
Yes.

I suppose they then need to ask themselves if having all the info, will make them feel better or worse?
Will they be able to "Let it Go!" or will it gnaw away at them, through not knowing.
And they probably will never have all of the information as much of it would have taken place in the conversation pre-sale and the father is now deceased.

I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.

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