‘A succession plan is only as strong as its liquidity strategy’ by Ken Maxwell published in Eprivateclient

A recent article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in EPrivateClient, exploring an often-overlooked aspect of succession planning: liquidity.

The article examines why even the most carefully structured succession plans can fall short if there are insufficient liquid assets available to meet immediate financial obligations. It highlights the important role that life insurance can play in ensuring inheritance tax liabilities and other costs can be funded without disrupting long-term plans or forcing the sale of family assets.

Thank you to eprivateclient 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 

#insurance #hnw #uhnw #protection