Money Marketing in conversation with Ken Maxwell…wealth protection for HNW and UHNW individuals
The Money Marketing Podcast is a definitive guide to the biggest issues in financial planning and, recently, our Director, Ken Maxwell, spoke with Kimberley Dondo for their latest episode.
They covered:
- Wealth protection for HNW and UHNW individuals
- Strategies for safeguarding assets, minimising liability, and ensuring smooth succession planning
- How to stay ahead in the evolving financial landscape.
Our thanks to Money Marketing for the opportunity, to Kimberley Dondo for the interview, and to Ken for his expert insights.
Listen to the podcast on Spotify.
Listen to the podcast on Apple Play.
Other Insights
Introduction of caps on Agricultural Property Relief (APR) and Business Property Relief (BPR)
The upcoming introduction of caps on Agricultural Property Relief (APR) and Business Property Relief (BPR) in April 2026 is likely to generate significant tax planning activity, particularly around the gifting of agricultural and business assets. [...]
‘Outsourcing protection advice: Should you, or shouldn’t you?’ by Paula Steele published in Protection Reporter
In the ever-evolving landscape of protection advice in the UK, the decision to outsource protection advice is becoming an increasingly relevant topic for financial advisers and firms. Protection products, such as Life Insurance, Critical Illness [...]
‘Opportunities for the life insurance industry from Budget proposals’ by Paula Steele published in Cover Magazine
Paula Steele, director, John Lamb Hill Oldridge, discusses how the Autumn Budget creates a need for protection for clients impacted by new Inheritance Tax (IHT) restrictions. The Autumn Budget on 30 October confirmed the changes [...]