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, Holly explains why whole-of-life cover remains an important solution for funding long-term inheritance tax liabilities, but also why it should not always be the default choice. She discusses how combining whole-of-life and term assurance can often deliver a more cost-effective outcome, while highlighting the importance of reviewing existing policies as clients’ circumstances and estate planning objectives evolve.
Thank you to FT Adviser for featuring Holly’s insights.
Other Insights
Associate Jacob Fay shortlisted in the CityWealth Future Leaders Awards 2025
Associate Jacob Fay has been shortlisted in the CityWealth Future Leaders Awards 2025, recognising his hard work and contribution to the team and the profession
Protecting family businesses: Preparing high-net-worth and ultra-high-net-worth clients for the 2026 changes to Business Property Relief
Incoming changes to Business Property Relief could see family businesses facing new IHT challenges. Life insurance is a strategic solution which could help
Q&A with Dan Garcia, Director at John Lamb Hill Oldridge
In this series of Q&A articles, you can learn more about our esteemed team members who ensure that our clients receive the very highest level of service. Dan Garcia is one of the directors at [...]