‘Must have protection for businesses is same as for individuals’ Paula Steele interviewed for FTAdviser
Business protection is just as important as personal protection, but it requires specialist knowledge and skill to secure the most [...]
Ken Maxwell appears on Professional Adviser TV to discuss the unique needs of high-net-worth and ultra-high-net-worth clients
John Lamb Hill Oldridge Director Ken Maxwell appeared on a recent episode of Professional Adviser TV. Alongside the presenters, Ken [...]
John Lamb Hill Oldridge featured in the Financial Times: Life insurance and inheritance tax planning
Our Associate Director, Holly Hill, was quoted in a recent article by the Financial Times exploring how changes to inheritance [...]
Podcast: Ken Maxwell discusses “A broker’s perspective on the underwriting challenges for high-value life cover” on IFA Talk
Director Ken Maxwell was recently invited to speak on the IFA Talk podcast, sharing a broker’s perspective on the underwriting [...]
Using life insurance to cover the inheritance tax tail for a high-net-worth client’s gifting strategy
The client had made multiple gifts totalling £20 million and was seeking to cover the inheritance tax (IHT) liability [...]
Arranging life insurance for a married couple to cover their £3 million inheritance tax liability
The clients, a married couple in their 60s, had three children in their 20s The couple had a £3 [...]
New pensions taxation rules
In this video, Director Paula Steele explains how the taxation of pensions could change from April 2027. Please click here to view [...]
Changes to IHT
In this video, John Lamb Hill Oldridge Director Paula Steele summarises the proposed changes to inheritance tax that were [...]
‘How advisers can use protection specialists to better serve clients’ by Ken Maxwell published in FT Adviser
In the ever-evolving world of financial services, wealth accumulation is no longer the sole focus of advisers. Today, clients demand [...]
How life insurance can help address new inheritance tax liabilities for farmers
As financial advisers and legal professionals, you are at the forefront of helping your clients navigate the complex landscape of [...]