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Making financial planning simple

At LV=, we have a qualified and experienced Technical Team who work hard to make more complex areas of financial planning easy to understand.

Browse our most popular insights below, or access all of our technical bulletins in our Technical Insight Library.

Featured bulletins

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Means tested benefits
07/05/2025
Means tested benefits are based on the principle that people should meet their needs from their own resources before getting help from the state. For means tested benefits, both income and capital can be considered when determining whether a person or family receive benefits, and how much they are entitled to receive.
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Restoring the Personal Allowance
02/04/2025
UK income tax thresholds are currently frozen until at least 5 April 2028, with many anticipating this will be extended in the Autumn unless there is an unexpected improvement to Government finances.
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What to know for Tax Year End
19/02/2025
The current tax year ends on 5 April 2025. This means we are reaching an important period for financial planning where various allowances for 2024/25 expire and then restart on 6 April.

Technical insight library

Covering many aspects of financial planning, our technical insights help you guide your clients on their savings and retirement journey.
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0800 032 8298

Our Business Development Managers will be happy to talk through our Smoothed Managed Fund range and individual products. Speak to your usual LV= contact, call us, or send an email.

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