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
John Lamb Hill Oldridge’s team members have been recognised with awards and nominations throughout 2023
Throughout 2023, our team members have been recognised by several leading industry awards and publications. These awards demonstrate the team’s commitment to excellence in their field and their dedication to helping clients secure the most [...]
Recent contributions from the team at John Lamb Hill Oldridge in the media
Our team members are experts in their field and regularly contribute to industry-leading publications to share their knowledge and experience with others. Here are a few of the most recent contributions our team members have [...]
‘Inheritance tax considerations on the sale of a business’ by Holly Hill published in The Month magazine
In the following article, published in The Month magazine, Holly Hill, senior associate at John Lamb Hill Oldridge, explores the potential implications of the sale of a business on future inheritance tax (IHT) liability. She [...]