Inheritance planning
Inheritance planning when you are a high net worth individual can be daunting. Here at John Lamb Hill Oldridge, our experts have an excellent understanding of all aspects of the UK inheritance tax system. By arranging and advising on the most suitable life insurance policies and having them written ‘in trust’, we can ensure those left behind have sufficient funds to pay the inheritance tax, preserving the value of an estate and any inheritance.
Our experienced and knowledgeable team can also advise on the tax implications of giving a gift of significant value to any other party.
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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