John Lamb Hill Oldridge featured in the Financial Times: Life insurance and inheritance tax planning
Our Associate Director, Holly Hill, was quoted in a recent article by the Financial Times exploring how changes to inheritance tax thresholds are prompting a closer look at protection-based solutions.
You can find the article on the Financial Times website (note: a subscription may be required).
Other Insights
John Lamb Hill Oldridge featured in the Financial Times: Life insurance and inheritance tax planning
Our Associate Director, Holly Hill, was quoted in a recent article by the Financial Times exploring how changes to inheritance tax thresholds are prompting a closer look at protection-based solutions. You can find the article [...]
Podcast: Ken Maxwell discusses “A broker’s perspective on the underwriting challenges for high-value life cover” on IFA Talk
Director Ken Maxwell was recently invited to speak on the IFA Talk podcast, sharing a broker’s perspective on the underwriting challenges for high-value life cover. Ken covered a range of topics with hosts Sue and [...]
Using life insurance to cover the inheritance tax tail for a high-net-worth client’s gifting strategy
The client had made multiple gifts totalling £20 million and was seeking to cover the inheritance tax (IHT) liability over the next seven years. Lifestyle disclosures meant certain insurers would not offer cover. [...]