Ken Maxwell quoted in ‘IHT, two-tier underwriting and client demands mean advisers remain vital – analysis’, article by Health & Protection.
We are pleased to see Ken Maxwell, Director at John Lamb Hill Oldridge, quoted in a recent Health & Protection article examining developments in the individual life insurance market and the growing role of protection in inheritance tax planning.
Thank you to Health & Protection for including Ken’s insights as part of this wider discussion on the evolving protection landscape.
Other Insights
The cost of delays when taking out life insurance: why timely action matters
For ultra-high-net-worth (UHNW) clients, financial planning is typically centred on investment structuring, tax efficiency and estate preservation. Protection planning, particularly life insurance, is frequently deferred, often viewed as something to address later. This creates a [...]
The importance of seeking advice about the upcoming changes to inheritance tax and pensions
The treatment of pensions within inheritance tax (IHT) is set to change materially. From 6 April 2027, most unused pension funds will be brought within the scope of an individual’s estate for IHT purposes. Historically, [...]
‘Gifting: Who should make the gift?’ published in Professional Adviser
A new article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in Professional Adviser, addressing a key consideration in inheritance tax planning: who should make the gift? The article examines how [...]