How we have been getting the word out through industry publications
John Lamb Hill Oldridge regularly features in many prominent trade publications. Our team write informative pieces that have offered our expert insights into the world of protection.
Here are a few topics they have covered.
5 reasons why people don’t think life insurance is for them and why they might be wrong
Our broker, Jacob Fay, recently had an article published in COVER Magazine. COVER is considered the leading industry publication for life protection and health insurance.
Jacob’s article identifies five common misconceptions about insurance cover, why they might put people off seeking protection and why those decisions might be mistakes. His insights could be very useful when discussing whether life insurance is right for your clients.
Read more: 5 reasons why people don’t think life insurance is for them
Passing down luxurious assets from generation to generation within a family
In the May edition of Private Client Global Elite’s magazine, The Month, our senior associate, Jonathan Morris, outlines how to pass down luxurious assets.
In the article Jonathan discusses:
- What happens to a luxury asset when a person dies
- The tax issues that accompany transferring assets
- How this can be mitigated using life insurance.
His article offers practical and useful insights into IHT issues for UHNW individuals. The full article can be found on page 11 of the May issue.
Read more: Passing down luxurious assets from generation to generation within a family
Does protection get the level of attention that it requires?
In a recent episode of the IFA Talk Podcast, our director, Ken Maxwell, joined co-hosts Sue Whitbread and Brandon Russell to discuss the importance of client protection.
IFA Talk is their flagship podcast, delivering the same high-quality content across a different format.
Ken discusses a range of issues, including:
- Protecting client wealth during their lifetime – personal and business
- The benefits of income protection and shareholder protection
- The percentage of businesses who are underinsured or not insured.
Our thanks to Brandon for organising and Sue for co-hosting and letting us voice our opinions.
Listen to the podcast: Podcast #37 – Does protection get the level of attention that it requires?
In the Spotlight: Paula Steele
Our director, Paula Steele, was featured in The Month magazine’s ‘In the Spotlight’ section for their March 2023 issue.
In the piece, Paula shares insights from her life, including:
- The most useful leadership lesson she has learnt
- Advice for women in the industry attempting to balance their work and home lives
- Her experience as a female entrepreneur in the private client industry
- Challenges she has faced during her career and how she overcame them.
Paula has been an inspiration to many women in the industry and her vast experience makes her an ideal role model to look up to. Her interview can be found in full on page 19 of the March 2023 issue.
Read more: In the Spotlight: Paula Steele
Female entrepreneurs in the private client industry
Our firm is lucky to have some exceptional women within the team, including two of our directors, Alex Gibson-Watt and Paula Steele.
Alex had an article published in IFA magazine in March 2023 discussing female entrepreneurs in the private client industry.
In celebration of International Women’s Day, Alex shared her thoughts on women in the industry and the move towards reaching gender equality.
Read more: Female entrepreneurs in the private client industry
3 powerful reasons indexation should be a priority for your clients in 2023
Our senior associate, Holly Hill, wrote an article in February’s issue of IFA magazine about why indexation should be a priority in 2023.
High inflation has had an effect on all manner of life in the UK over the past year, but one area many people forget about is insurance payouts.
Learn more about Holly’s thoughts on the issue and why she believes indexation should be a focus for your clients requiring insurance this year.
Read more: 3 powerful reasons indexation should be a priority for your clients in 2023
Business relief as an offset for IHT – What does the industry think?
Finally, a recent article in IFA magazine interviewed several industry leaders to get their thoughts on business relief as an offset for IHT.
Paula Steele was asked to share her thoughts. Once again, showing the respect within our industry for the expertise and experience of our team.
Read more: Business relief as an offset for IHT – What does the industry think?
Get in touch
If any of the subjects we have written about take your interest or raise any issues you’d like to discuss, please email us at [email protected] or call us on 020 7633 2222.
Please note
This article is no substitute for financial advice and should not be treated as such. To determine the best course of action for your individual circumstances, please contact us.
Other Insights
‘Such is life’ by Paula Steele in STEP Journal
It has been ten years since the UK’s Retail Distribution Review (RDR) was implemented, which changed the landscape for life insurance policies significantly. Many clients are unaware of what their policies provide and/or can do. [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
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 [...]
‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine
The theme of this year’s International Women’s Day was to ‘inspire inclusion.’ In today’s rapidly evolving business landscape, as an industry we are increasingly realising the significance of diversity and inclusivity, with a particular emphasis [...]
