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FIXED TERM MARCH 2024

Published On: 14 March 2023
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  • ‘Such is life’ by Paula Steele in STEP Journal

  • ‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine

  • ‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine

  • Interview with Alex Gibson-Watt for The Month Magazine

  • Do you have clients with convertible term contracts? Do you know when they expire?

  • John Lamb Hill Oldridge’s team members have been recognised with awards and nominations throughout 2023

Other Insights

‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine

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Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]