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!
Other Insights
John Lamb Hill Oldridge featured in the Financial Times: Life insurance and inheritance tax planning
Our Associate Director, Holly Hill, was quoted in a recent article by the Financial Times exploring how changes to inheritance tax thresholds are prompting a closer look at protection-based solutions. You can find the article [...]
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. [...]