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