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
Our Evolution: From Generalist IFA to Boutique Life Insurance Specialists
The History and Mission of John Lamb Hill Oldridge
Navigating Inheritance Tax: Gift Inter Vivos & Trust Structures
In this video, Holly Hill, Associate Director at John Lamb Hill Oldridge, discusses the growing importance of "gift inter vivos" cover for individuals making significant financial gifts.
‘Delaying life insurance is not a neutral decision’ published in FT Adviser
Delaying life insurance planning can lead to higher premiums, reduced insurability, and limited flexibility, particularly where cover is intended to support inheritance tax planning. Acting early can help secure more favourable terms and ensure protection [...]