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
Our Evolution: From Generalist IFA to Boutique Life Insurance Specialists
The History and Mission of John Lamb Hill Oldridge
Navigating Inheritance Tax: Gift Inter Vivos & Trust Structures
In this video, Holly Hill, Associate Director at John Lamb Hill Oldridge, discusses the growing importance of "gift inter vivos" cover for individuals making significant financial gifts.
‘Delaying life insurance is not a neutral decision’ published in FT Adviser
Delaying life insurance planning can lead to higher premiums, reduced insurability, and limited flexibility, particularly where cover is intended to support inheritance tax planning. Acting early can help secure more favourable terms and ensure protection [...]