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.

Contact Us

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:

Icon | Inheritance Planning | John Lamb

Providing for high-value estates

Icon | Inheritance Planning | John Lamb

Providing for potentially exempt transfers

Icon | Inheritance Planning | John Lamb

Providing for Non-UK Resident and Non-UK Domiciled clients

Explore other services

Personal Protection | John Lamb Hill Oldridge

Inheritance planning

Life insurance is one of the most straightforward and cost-effective ways to preserve the value of your estate.

More Information
Personal Protection | John Lamb Hill Oldridge

Personal protection

Are you confident that your family will be provided for should you be unable to work through illness or death?

More Information
Business Protection | John Lamb Hill Oldridge

Business protection

One of the greatest threats to your business is the loss of a key individual and we empower you and your business by ensuring continuity.

More Information
International Insurance | John Lamb Hill Oldridge

International insurance

Are you a resident outside of the UK or Non-UK domiciled? Our local knowledge with a global understanding ensures you receive the specialist advice you need.

More Information