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
‘Life Insurance and offshore clients’ by Jacob Fay published in Thought Leaders 4
Placing life insurance for clients based offshore who are looking for cover against UK IHT liabilities can present initial challenges, particularly regarding the structuring of cover. We see a significant number of offshore clients who [...]
Leading expert launches dedicated insurance-based investment products advice team
Offshore bonds aka PPLI aka Insurance based investment products John Lamb Hill Oldridge offers advice and intermediation (placement) and ongoing servicing for offshore bonds and is fully regulated to give this advice in the UK. [...]
Holly Hill promoted to associate director
The UK’s foremost specialist protection adviser, John Lamb Hill Oldridge, has boosted its leadership team by promoting Holly Hill to the role of associate director. A former Team GB rower, Holly joined John Lamb Hill [...]
