Holly and Jonathan promoted to Senior Associate
We are delighted to announce that our Brokers, Jonathan Morris DipPFS and Holly Hill DipPFS Hill, have been promoted to Senior Associate.
This is in recognition of their significant and sustained contribution to the firm and is a mark of respect which John Lamb Hill Oldridge holds for them.
Our thanks to Jonathan and Holly for their hard work and commitment to the business, and our best wishes for a long and successful future with us.
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John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
Other Insights
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 [...]
New pensions taxation rules
In this video, Director Paula Steele explains how the taxation of pensions could change from April 2027. Please click here to view the full video