JOHN LAMB INSURANCE BROKING WINS FINTECH AWARD 2018
John Lamb Insurance Broking is very pleased to have been awarded Insurance Brokerage Advisory Firm of the Year – UK in the 2018 Finance Monthly Magazine FinTech Awards.
The Finance Monthly Fintech Awards acknowledge and reward the individuals, firms, start-ups and banks who are recognised as leaders and thought-leaders in their area of expertise.
Other Insights
The cost of delays when taking out life insurance: why timely action matters
For ultra-high-net-worth (UHNW) clients, financial planning is typically centred on investment structuring, tax efficiency and estate preservation. Protection planning, particularly life insurance, is frequently deferred, often viewed as something to address later. This creates a [...]
The importance of seeking advice about the upcoming changes to inheritance tax and pensions
The treatment of pensions within inheritance tax (IHT) is set to change materially. From 6 April 2027, most unused pension funds will be brought within the scope of an individual’s estate for IHT purposes. Historically, [...]
‘Gifting: Who should make the gift?’ published in Professional Adviser
A new article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in Professional Adviser, addressing a key consideration in inheritance tax planning: who should make the gift? The article examines how [...]