MERRY CHRISTMAS FROM JOHN LAMB HILL OLDRIDGE
Christmas and New Year are always a period of reflection and never more so as we say goodbye to 2020.
Whilst there have been unimaginable challenges both on professional and personal levels, there have also been many highlights for The John Lamb Hill Oldridge Team: in particular we are delighted to have successfully merged with the Hill Oldridge Team, cementing our position as the UK’s foremost specialist protection adviser.
In March I wrote in an email to the John Lamb team;
‘This coming week and the weeks ahead will be challenging. Although this event is unlike any other, this is not the first time we have navigated a large, unpredictable market situation and we will meet this challenge together and will continue to be there, as we always have, for our clients.’
This remains as true now as it was then.
On behalf of The John Lamb Hill Oldridge Team we wish you a merry Christmas and a very happy and safe New Year and much look forward to sharing with you the opportunities that 2021 will bring.
Other Insights
‘Underwriting challenges of the hazardous pursuits of HNW and UHNW individuals’ by Jacob Fay published in COVER Magazine
"It is important that advisers can approach the whole market" Hazardous pursuits encompass a broad range of high-intensity activities that often involve elements of speed, height, and exposure to challenging environments. Many of these pursuits [...]
‘Simplifying life insurance for financial planning clients’ by Jonathan Morris and Darren Lee published in FT Adviser
Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous generations. Long-winded questionnaires and the possibility of medical screenings add to the complexity. It is [...]
Business Relief as an offset for inheritance tax: Here is how it might work
At the end of their lives, your clients are likely to want to bestow a significant amount of their wealth and assets to their family. If they have accrued a sizeable estate, their beneficiaries might [...]
