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
Restructuring 200 Historic Life Insurance Policies
In this video, Holly Hill, Director at John Lamb Hill Oldridge, discusses a highly complex case study involving the modernisation and restructuring of a significant portfolio of historic life insurance policies.
Our Evolution: From Generalist IFA to Boutique Life Insurance Specialists
The History and Mission of John Lamb Hill Oldridge
Navigating Inheritance Tax: Gift Inter Vivos & Trust Structures
In this video, Holly Hill, Associate Director at John Lamb Hill Oldridge, discusses the growing importance of "gift inter vivos" cover for individuals making significant financial gifts.


