‘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 the choice of donor within a family can significantly influence the effectiveness of a gifting strategy, particularly when considering life expectancy, estate composition, and the cost of associated life insurance. It highlights the importance of taking a holistic view of the family balance sheet to achieve more efficient long-term planning outcomes.
Thank you to Professional Adviser for publishing Ken’s article.
Click here to read the full piece.
_____
John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
#insurance #hnw #uhnw #protection
Other Insights
‘Delaying life insurance is not a neutral decision’ published in FT Adviser
Delaying life insurance planning can lead to higher premiums, reduced insurability, and limited flexibility, particularly where cover is intended to support inheritance tax planning. Acting early can help secure more favourable terms and ensure protection [...]
Our latest podcasts from Ken Maxwell and Paula Steele are now available
Our podcasts page is packed with valuable insights and professional viewpoints surrounding some of the biggest issues in the world of protection. The latest two are now available to listen to, along with our back [...]
John Lamb Hill Oldridge shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle Awards 2026
John Lamb Hill Oldridge has been shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle Awards 2026, which will take place in London on 13th May 2026. These awards celebrate [...]