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Podcast #58: IHT planning, PETs and the importance of gift cover – with financial adviser, Jonathan Morris

by | Sep 27, 2023

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On this latest IFA Talk Podcast, we’re talking IHT planning, but with particular focus on the importance of Gift Cover – and we’re using that term purposely, as opposed to Gift Inter Vivos Life Insurance. That’s because there are some technical intricacies here that we explore in the conversation.

Sue and Brandon’s guest this week is an adviser who’s an expert in these matters and it’s Jonathan Morris, Senior Associate at specialist protection assurance adviser, John Lamb Hill Oldridge.  

If you’re advising clients on IHT planning, especially if you’re using gifts as potentially exempt transfers as part of that strategy, then listening in to this latest IFA Talk conversation is a no brainer. It has some really useful tips – and reminders too! We hope you enjoy it.  

Check out the conversation here:

Click here to listen on Spotify

Click here to listen on Apple Podcasts

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