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
The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules
In the new Labour government’s Autumn Budget, Chancellor Rachel Reeves announced some of the biggest changes to tax rules for non-domiciled individuals for many years. As a result, many high-net-worth and ultra-high-net-worth clients are considering [...]
Q&A with Holly Hill, Associate Director at John Lamb Hill Oldridge
In this new series of Q&A articles, you can learn more about our esteemed team members who ensure that our clients receive the very highest level of service. Holly Hill is an Associate Director at [...]
John Lamb Hill Oldridge shortlisted at the 2025 Global Advisory Experts Annual Awards
We are delighted to announce that John Lamb Hill Oldridge has been shortlisted for the Financial Planning Advisory Firm of the Year in England at the 2025 Global Advisory Experts Annual Awards. These awards recognise [...]