Meet the newest member of our team, Jacob Fay.
Meet the newest member of our team – Broker, Jacob Fay.
Jacob graduated from Exeter University with a 2:1 in Human Geography last August, focusing his dissertation on the portrayal of refugees in newspaper articles in the lead up to the Brexit referendum.
He is particularly proud of his sporting achievements, specifically for captaining Hampshire cricket to U17 level and the Exeter men’s hockey team in his second year of university.
He has been a key supporter of Movember over the last 3 years, getting involved in fundraising events and challenges alongside raising awareness for men’s physical and mental health.
Welcome to John Lamb Hill Oldridge, Jacob!
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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 [...]
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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 [...]