CITYWEALTH LEADERS LIST 2017
We are delighted to announce that Paula Steele our Managing Director has once again been included in the Citywealth Leaders List.
The Citywealth Leaders List is a best of the best directory of leading professionals in the private wealth management and private client industry. The list brings together lawyers, accountants, family offices, private bankers and trustees who deal with private UHNW clients. The list is the result of an ongoing year-long programme of peer recommendation and rigorous verification.
Other Insights
Restructuring 200 Historic Life Insurance Policies
In this video, Holly Hill, Director at John Lamb Hill Oldridge, discusses a highly complex case study involving the modernisation and restructuring of a significant portfolio of historic life insurance policies.
Our Evolution: From Generalist IFA to Boutique Life Insurance Specialists
The History and Mission of John Lamb Hill Oldridge
Navigating Inheritance Tax: Gift Inter Vivos & Trust Structures
In this video, Holly Hill, Associate Director at John Lamb Hill Oldridge, discusses the growing importance of "gift inter vivos" cover for individuals making significant financial gifts.