Paula Steele in the final shortlist in Professional Adviser’s in Financial Advice Awards 2022
We’re thrilled to announce that our Director, Paula Steele, has reached the third and final shortlist for Woman of the Year – Protection Advice in Professional Adviser’s Women in Financial Advice Awards 2022. These prestigious awards celebrate the achievements of women working within the financial services sector in the UK and, this year alone, over 2,200 nominations were made across the various categories. Please join everyone here at John Lamb Hill Oldridge in congratulating Paula for this fantastic achievement, and in wishing her luck for the awards ceremony in London on 6th July.
Other Insights
‘A succession plan is only as strong as its liquidity strategy’ by Ken Maxwell published in Eprivateclient
A recent article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in EPrivateClient, exploring an often-overlooked aspect of succession planning: liquidity. The article examines why even the most carefully structured succession [...]
Affordable IHT Protection for Illiquid Estates
In this video, Jacob Fay, Associate at John Lamb Hill Oldridge, explains how his team structured a cost-effective Inheritance Tax (IHT) protection plan for clients with predominantly illiquid assets.
Complex Asset Structuring & Inheritance Tax Protection
In this video, Ken Maxwell, Director at John Lamb Hill Oldridge, explains how his team navigated a highly complex client situation to provide tailored inheritance tax protection.