Ken Maxwell and John Lamb Hill Oldridge shortlisted in the Magic Circle Awards 2023

We are delighted to announce that Ken Maxwell and John Lamb Hill Oldridge have been shortlisted across two categories in the Magic Circle Awards 2023 by Citywealth!
Ken is a finalist for the Wealth Professional Award alongside eight other fantastic candidates.
As a firm, we have been shortlisted for UHNW Private Client Services of the Year.
For over 17 years, the Magic Circle Awards have recognised the achievements of individuals and firms within our industry.
This is a real honour and highlights the success we have enjoyed over the last 12 months and the service we consistently offer our clients.
To support Ken, please cast your vote here: https://lnkd.in/eb9U_Q8Q
To support our firm, please vote here: https://lnkd.in/eDT7Aw-7
It will take less than a minute but could make all the difference. Voting closes on the 10th March 2023.
Thank you to the judges and congratulations to Ken, all our peers and firms who have been shortlisted. We look forward to finding out the results at the awards ceremony on 17th May 2023.
_____
John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
#insurance #hnw #protection #awards #uhnw #magiccircleawards2023 #shortlisted #finalist #wealthprofessionalaward
Other Insights
Podcast: Ken Maxwell discusses “A broker’s perspective on the underwriting challenges for high-value life cover” on IFA Talk
Director Ken Maxwell was recently invited to speak on the IFA Talk podcast, sharing a broker’s perspective on the underwriting challenges for high-value life cover. Ken covered a range of topics with hosts Sue and [...]
Using life insurance to cover the inheritance tax tail for a high-net-worth client’s gifting strategy
The client had made multiple gifts totalling £20 million and was seeking to cover the inheritance tax (IHT) liability over the next seven years. Lifestyle disclosures meant certain insurers would not offer cover. [...]
Arranging life insurance for a married couple to cover their £3 million inheritance tax liability
The clients, a married couple in their 60s, had three children in their 20s The couple had a £3 million inheritance tax (IHT) liablity They were seeking whole-of-life cover for their joint life IHT [...]