‘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
‘Why life and income protection planning is essential for every business’ by Ken Maxwell published in Professional Adviser.
In a recent article for Professional Adviser, John Lamb Hill Oldridge Director Ken Maxwell discusses the importance of life and income protection planning for every business. As well as driving profit and growth, sensible protection [...]
Protecting £100 million in family gifts ahead of the 2026 APR/BPR changes
With changes to Agricultural Property Relief (APR) and Business Property Relief (BPR) due to take effect from April 2026, and with the November 2025 Budget approaching, many advisers and clients are reviewing their estate-planning and [...]
Jacob Fay featured in CityWealth Leaders List Interview
We are proud to share that Jacob Fay, Associate at John Lamb Hill Oldridge, has been featured in CityWealth’s Leaders List interview this week. In the piece, Jacob shares insights into his work advising high-net-worth [...]