
Jon has extensive experience of providing independent protection advice across a wide range of different clients and areas of need. His passion for protection stems from personal experience, having seen firsthand the difference a payout can make in challenging times. More recently, he has been managing Scottish Widows’ relationships with key distribution partners in the industry and specialises in supporting firms and advisers with all aspects of protection advice, strategy and technical guidance.
Recorded in May 2025, this vodcast explores the proposed 2027 inheritance tax changes and their implications for advisers and clients.