Jacob Fay featured in CityWealth Leaders List Interview
We are proud to share that Jacob Fay, Associate at John Lamb Hill Oldridge, has been featured in CityWealth’s Leaders List interview this week.
In the piece, Jacob shares insights into his work advising high-net-worth and ultra-high-net-worth clients on strategic protection planning, from navigating complex underwriting to managing inheritance tax liabilities.
Thank you to Citywealth for including Jacob’s expertise and the work of our specialist advisory team.
Other Insights
The importance of key person and shareholder insurance
Many successful businesses are dependent on a relatively small number of individuals. This is particularly true of founder-led and specialist businesses, where leadership, technical knowledge, client relationships or commercial experience may be concentrated among only [...]
Why misconceptions about protection could leave some estates exposed
Protection planning can sometimes be deferred by high-net-worth and ultra-high-net-worth clients, particularly where the immediate focus is on investment, estate planning and tax efficiency. In some cases, this is also influenced by misconceptions about the [...]
John Lamb Hill Oldridge announces new charity partnership with Thrive
We're proud to announce our new charity partnership with Thrive. At John Lamb Hill Oldridge, we believe in supporting organisations that make a meaningful difference in people's lives and communities. That's why we're delighted to [...]