Ken Maxwell appears on Professional Adviser TV to discuss the unique needs of high-net-worth and ultra-high-net-worth clients
John Lamb Hill Oldridge Director Ken Maxwell appeared on a recent episode of Professional Adviser TV. Alongside the presenters, Ken discussed the unique needs of high-net-worth and ultra-high-net-worth clients amid the changes to the non-dom status and other tax changes that are expected.
You can click this link to view the full episode and read more about the discussion. Thank you to Professional Adviser for featuring Ken.
Other Insights
Changes to IHT
In this video, John Lamb Hill Oldridge Director Paula Steele summarises the proposed changes to inheritance tax that were outlined in the Budget in October 2024. Please click here to watch the full video [...]
‘How advisers can use protection specialists to better serve clients’ by Ken Maxwell published in FT Adviser
In the ever-evolving world of financial services, wealth accumulation is no longer the sole focus of advisers. Today, clients demand a more holistic approach to their financial wellbeing; one that also includes risk management and [...]
How life insurance can help address new inheritance tax liabilities for farmers
As financial advisers and legal professionals, you are at the forefront of helping your clients navigate the complex landscape of tax liabilities, especially in light of recent changes to inheritance tax (IHT) regulations. One particular [...]