‘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
Jacob Fay shortlisted in the UHNW Services Individual of the Year category at the Citywealth Future Leaders Awards 2026
We are delighted to share that Jacob Fay, Associate at John Lamb Hill Oldridge, has been shortlisted in the UHNW Services Individual of the Year category at the Citywealth Future Leaders Awards 2026. The Citywealth [...]
Ken Maxwell shares his insights on why younger generations remain under-protected and why the conversation needs to change in IFA magazine
Ken Maxwell, Director at John Lamb Hill Oldridge, has been featured in two recent IFA Magazine publications exploring why younger generations remain under-protected and how advisers can help change the conversation. Alongside contributing to an [...]
Video interview: “Whole-of-life is only to ‘protect the assets you’ll die living in and living off’” published by FT Adviser
Holly Hill, Director at John Lamb Hill Oldridge, recently spoke with Sonia Rach at the FT Adviser about the role of life insurance in inheritance tax planning for high-net-worth and ultra-high-net-worth clients. In the interview, [...]