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
The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules
In the new Labour government’s Autumn Budget, Chancellor Rachel Reeves announced some of the biggest changes to tax rules for non-domiciled individuals for many years. As a result, many high-net-worth and ultra-high-net-worth clients are considering [...]
Q&A with Holly Hill, Associate Director at John Lamb Hill Oldridge
In this new series of Q&A articles, you can learn more about our esteemed team members who ensure that our clients receive the very highest level of service. Holly Hill is an Associate Director at [...]
John Lamb Hill Oldridge shortlisted at the 2025 Global Advisory Experts Annual Awards
We are delighted to announce that John Lamb Hill Oldridge has been shortlisted for the Financial Planning Advisory Firm of the Year in England at the 2025 Global Advisory Experts Annual Awards. These awards recognise [...]