Inheritance tax planning
Inheritance planning for high-net-worth individuals often involves complex considerations.
John Lamb Hill Oldridge advises on the structure and placement of life insurance to ensure funds are available to meet inheritance tax liabilities, helping to preserve estate value and support intended succession arrangements.
Where assets are retained until death, insurance can be arranged to meet the resulting tax charge. When structured appropriately and written into trust, life insurance can provide liquidity at the right time without increasing the value of the estate.
Advice focuses on the placement and structuring of insurance solutions, aligned with wider estate, tax and succession planning and delivered in coordination with clients’ other professional advisers.
Our specialist team can help
We have a comprehensive understanding of the planning requirements around UK Inheritance Tax (IHT) exposure. Therefore, we are perfectly placed to advise and arrange life insurance policies that are suitable for:
Providing for high-value estates
Providing for potentially exempt transfers
Providing for Non-UK Resident and Non-UK Domiciled clients
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