‘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
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 [...]


