‘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.

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John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser 

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