Using life insurance as an alternative to holding assets in trust – a thought piece
In the following article, Jacob Fay, protection specialist at John Lamb Hill Oldridge, explores how life insurance can be a [...]
In the following article, Jacob Fay, protection specialist at John Lamb Hill Oldridge, explores how life insurance can be a [...]
Insurance can be highly effective when used as part of the client’s cash flow management profiling on death. In this [...]
Within estate planning, the debate between procuring life insurance versus placing assets into trust is one that often arises. Both [...]
"It is important that advisers can approach the whole market" Hazardous pursuits encompass a broad range of high-intensity activities that [...]
Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous [...]
At the end of their lives, your clients are likely to want to bestow a significant amount of their wealth [...]
Life insurance is often a key component of a high net worth (HNW) client’s long-term financial protection. The policy payouts [...]
Artificial intelligence (AI) has been a regular feature in news headlines over the past year, as developments in the technology [...]
Our Senior Associate, Jonathan Morris, spoke with Brandon Russell and Sue Whitbread about a crucial part of your clients’ estate planning - IHT planning. [...]
The Money Marketing Podcast is a definitive guide to the biggest issues in financial planning and, recently, our Director, Ken [...]