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Podcast #58: IHT planning, PETs and the importance of gift cover - With financial adviser, Jonathan Morris.

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Manage episode 378118326 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 378118326 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

100 episodes

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