Alex Gibson-Watt and Paula Steele interviewed by FT Adviser on the role of specialist protection advisers for HNW and UHNW clients
With inheritance tax changes now being discussed in national news, more IFAs are looking to John Lamb Hill Oldridge for support with protecting their clients’ estates.
In a recent interview with FT Adviser, Directors Paula Steele and Alex Gibson-Watt discussed the important role of specialist protection brokers in supporting high-net-worth and ultra-high-net-worth clients.
Click here to read the full articles. Thank you to FT Adviser for interviewing Alex and Paula.
Other Insights
The cost of delays when taking out life insurance: why timely action matters
For ultra-high-net-worth (UHNW) clients, financial planning is typically centred on investment structuring, tax efficiency and estate preservation. Protection planning, particularly life insurance, is frequently deferred, often viewed as something to address later. This creates a [...]
The importance of seeking advice about the upcoming changes to inheritance tax and pensions
The treatment of pensions within inheritance tax (IHT) is set to change materially. From 6 April 2027, most unused pension funds will be brought within the scope of an individual’s estate for IHT purposes. Historically, [...]
‘Gifting: Who should make the gift?’ published in Professional Adviser
A new article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in Professional Adviser, addressing a key consideration in inheritance tax planning: who should make the gift? The article examines how [...]