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
‘How protection can help advisers support clients in funding or mitigating inheritance tax liabilities’ published in IFA magazine
In a recent article for IFA magazine, Holly Hill, Associate Director at John Lamb Hill Oldridge, examines the role of protection planning in supporting clients with inheritance tax liabilities. For high-net-worth and ultra-high-net-worth clients, protection [...]
Holly Hill’s insights on protection planning and financial resilience quoted in IFA magazine
We are pleased to share that Holly Hill, Associate Director at John Lamb Hill Oldridge, has been quoted in a recent IFA Magazine article: “In Focus: how can protection planning strengthen financial resilience? Expert perspectives.” [...]
Podcast: Paula Steele joins Merryn Talks Money LIVE at Bloomberg HQ to discuss “What’s eating away at inheritance money?”
The latest episode of Merryn Talks Money, featuring Paula Steele, Director at John Lamb Hill Oldridge, is now live. The discussion covers passing on inheritance to beneficiaries as well as other pertinent personal finance topics [...]