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
Interview with Alex Gibson-Watt for The Month Magazine
Tell us a little about yourself? I’m a mother of four (now very grown up) children and wife of a very long-suffering husband. I have been involved with John Lamb in its various guises since [...]
Do you have clients with convertible term contracts? Do you know when they expire?
Convertible term policies are a commonly misunderstood section of the life insurance market. Typically, these contracts were taken out to secure a client immediate protection at a time when their cash flow was limited. The [...]
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 [...]