3 valuable lessons for dealing with the fallout from divorce
Divorce can be an emotionally draining process with the fallout affecting separating spouses in a variety of ways. When [...]
Citywealth leaders list interview: 60 seconds with Paula Steele
Our Director, Paula Steele, was interviewed by Citywealth about her role at John Lamb Hill Oldridge, and life outside our Boswell Street [...]
Assisting a client who was seeking further cover via convertible term policies
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
Extending convertible term assurance for a client with medical considerations
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
Covering a prenuptial payment with a convertible term policy
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
Arranging maintenance cover for a divorced client
A man in his 70s and a woman in her 60s with a property worth £4 million. Their existing lifetime mortgage of £1.6 million had a relatively high interest rate of just above 7%, which meant that the amount owing was increasing rapidly. The couple were concerned about the loss of equity from their property.
‘Keeping art and luxury items in the family’ in The Month magazine by Jonathan Morris
Art and luxury items are bought for a variety of reasons; sometimes as a store of value, sometimes with [...]
INSURANCE PREMIUM TABLES AUGUST 2022
Our latest insurance premium table dated from August 2022 is now available for download. This useful reference guide includes rates [...]
“Keep it in the family” – download our comprehensive new Inheritance Tax guide now
Conversations about money are rarely easy or straightforward, particularly when family is involved. Despite this, it’s important for your [...]
Why it’s so important to seek specialist advice when arranging high-net-worth life insurance
For most people, life insurance is an important part of protecting their family and other dependents. For a high-net-worth (HNW) [...]