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
‘A succession plan is only as strong as its liquidity strategy’ by Ken Maxwell published in Eprivateclient
A recent article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in EPrivateClient, exploring an often-overlooked aspect of succession planning: liquidity. The article examines why even the most carefully structured succession [...]
Affordable IHT Protection for Illiquid Estates
In this video, Jacob Fay, Associate at John Lamb Hill Oldridge, explains how his team structured a cost-effective Inheritance Tax (IHT) protection plan for clients with predominantly illiquid assets.
Complex Asset Structuring & Inheritance Tax Protection
In this video, Ken Maxwell, Director at John Lamb Hill Oldridge, explains how his team navigated a highly complex client situation to provide tailored inheritance tax protection.