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
Holly Hill shortlisted for prestigious award, and more in your latest update
Professional accolades are a great way of showcasing to our clients the level of professionalism and expertise we bring to our work — and the recognition it has received from the wider industry. The past [...]
How we have been getting the word out through industry publications
John Lamb Hill Oldridge regularly features in many prominent trade publications. Our team write informative pieces that have offered our expert insights into the world of protection. Here are a few topics they have covered. [...]
Guaranteed whole-of-life assurance: here is why it might be an attractive option
Guaranteed whole-of-life assurance contracts have come back into the limelight recently. They offer high internal rates of return guaranteed not only by the issuing insurer, but also by the Financial Services Compensation Scheme (FSCS), which [...]