John Lamb Hill Oldridge featured in the Financial Times: Life insurance and inheritance tax planning
Our Associate Director, Holly Hill, was quoted in a recent article by the Financial Times exploring how changes to inheritance tax thresholds are prompting a closer look at protection-based solutions.
You can find the article on the Financial Times website (note: a subscription may be required).
Other Insights
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
Our latest rate cards are now available
We have a wide range of life insurance products available, from whole-of-life to business protection, and our latest rate cards are now available
Associate Jacob Fay shortlisted in the CityWealth Future Leaders Awards 2025
Associate Jacob Fay has been shortlisted in the CityWealth Future Leaders Awards 2025, recognising his hard work and contribution to the team and the profession