IHT planning: Interview with Jonathan Morris and IFA Podcast
Our Senior Associate, Jonathan Morris, spoke with Brandon Russell and Sue Whitbread about a crucial part of your clients’ estate planning – IHT planning.
They also discussed PETs and the importance of gift cover.
As a specialist in these areas, Jonathan’s advice is hugely valuable for anyone advising their clients on IHT planning, especially if they plan on using gifts as potentially exempt transfers.
Our thanks to Brandon and Sue for the interview, and to Jonathan for his insights.
To listen to the episode, you can find the links for both Spotify and Apple Podcasts in the comments below.
Listen to the podcast on Spotify.
Listen to the podcast on Apple Podcast.
Listen to the podcast on IFA Magazine website.
Other Insights
‘Delaying life insurance is not a neutral decision’ published in FT Adviser
Delaying life insurance planning can lead to higher premiums, reduced insurability, and limited flexibility, particularly where cover is intended to support inheritance tax planning. Acting early can help secure more favourable terms and ensure protection [...]
Our latest podcasts from Ken Maxwell and Paula Steele are now available
Our podcasts page is packed with valuable insights and professional viewpoints surrounding some of the biggest issues in the world of protection. The latest two are now available to listen to, along with our back [...]
John Lamb Hill Oldridge shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle Awards 2026
John Lamb Hill Oldridge has been shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle Awards 2026, which will take place in London on 13th May 2026. These awards celebrate [...]