Other Insights
Using life insurance as an alternative to holding assets in trust – a thought piece
In the following article, Jacob Fay, protection specialist at John Lamb Hill Oldridge, explores how life insurance can be a cost-effective alternative to holding assets in trust for high-net-worth clients and their families. Using life [...]
‘Using life insurance as a tax planning tool’ by Holly Hill in ThoughtLeaders4 Private Client Magazine
Insurance can be highly effective when used as part of the client’s cash flow management profiling on death. In this article, we demonstrate how life insurance can be used in three tax planning scenarios. Death [...]
‘Using life insurance as an alternative to holding assets in trust’ by Jacob Fay published in IFA Magazine
Within estate planning, the debate between procuring life insurance versus placing assets into trust is one that often arises. Both avenues offer distinct advantages and serve unique purposes, yet the choice between them hinges on [...]