EQUITY RELEASE PREMIUM TABLE JUNE 2020
Other Insights
2 key medical underwriting trends that could benefit your clients in 2024
When arranging life insurance and income protection for your high-net-worth and ultra-high-net worth clients, it is important to understand how certain pre-existing conditions might affect their premiums. Clients who have mental health conditions or who [...]
Using life insurance as an alternative to holding assets in trust – a thought piece
In the following article, Jacob Fay, protection specialist at John Lamb Hill Oldridge, explores how life insurance can be a cost-effective alternative to holding assets in trust for high-net-worth clients and their families. Using life [...]
‘Using life insurance as a tax planning tool’ by Holly Hill in ThoughtLeaders4 Private Client Magazine
Insurance can be highly effective when used as part of the client’s cash flow management profiling on death. In this article, we demonstrate how life insurance can be used in three tax planning scenarios. Death [...]