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 [...]
Leading Insurance Expert Announces Office Expansion to Support Continued Growth
John Lamb Hill Oldridge, the UK’s foremost specialist protection adviser, is excited to announce the expansion of its office space [...]
Title: Practical tips for women in the UHNW advisory sector by Alex Gibson-Watt published in IFA magazine
As a woman working within the UHNW advisory sector, you have a unique opportunity to break barriers, lead change, and [...]
The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules GalleryThe important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules
The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules
In the new Labour government’s Autumn Budget, Chancellor Rachel Reeves announced some of the biggest changes to tax rules for [...]
Q&A with Holly Hill, Associate Director at John Lamb Hill Oldridge
In this new series of Q&A articles, you can learn more about our esteemed team members who ensure that our [...]