‘How protection can help advisers support clients in funding or mitigating inheritance tax liabilities’ published in IFA magazine

In a recent article for IFA magazine, Holly Hill, Associate Director at John Lamb Hill Oldridge, examines the role of protection planning in supporting clients with inheritance tax liabilities.
For high-net-worth and ultra-high-net-worth clients, protection is a key component of wider estate planning, providing a structured means of funding or mitigating IHT exposure, particularly for business owners.
Please click here to read the full article. Thank you to IFA magazine for featuring Holly’s insights.
_____
John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
#insurance #hnw #uhnw #protection
Other Insights
Our volunteering day with Thrive:
Earlier this summer, the JLHO team spent a day volunteering with Thrive, the gardening for health charity. Thrive uses gardening and time spent in nature to support people living with physical disabilities, ill health and [...]
How perceptions of risk can influence protection decisions
Financial decisions are not always made purely on the basis of probability or financial consequence. Behavioural finance has long demonstrated that people respond differently to gains, losses and uncertain future events. As a result, some [...]
The importance of key person and shareholder insurance
Many successful businesses are dependent on a relatively small number of individuals. This is particularly true of founder-led and specialist businesses, where leadership, technical knowledge, client relationships or commercial experience may be concentrated among only [...]


