‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine

2024-03-27T09:54:04+00:0026 March 2024|Blogs, PR|

Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding [...]

John Lamb Hill Oldridge’s team members have been recognised with awards and nominations throughout 2023

2024-02-20T10:13:09+00:0020 February 2024|Awards, Blogs|

Throughout 2023, our team members have been recognised by several leading industry awards and publications. These awards demonstrate the team’s [...]

‘Inheritance tax considerations on the sale of a business’ by Holly Hill published in The Month magazine

2024-02-20T10:14:17+00:0020 February 2024|Blogs|

In the following article, published in The Month magazine, Holly Hill, senior associate at John Lamb Hill Oldridge, explores the [...]

‘Using life insurance as a tax planning tool’ by Holly Hill in ThoughtLeaders4 Private Client Magazine

2024-02-06T17:47:24+00:006 February 2024|Blogs, IHT, Insurance, PR|

Insurance can be highly effective when used as part of the client’s cash flow management profiling on death. In this [...]

‘Using life insurance as an alternative to holding assets in trust’ by Jacob Fay published in IFA Magazine

2024-02-20T10:17:16+00:006 February 2024|Blogs, Insurance, PR|

Within estate planning, the debate between procuring life insurance versus placing assets into trust is one that often arises. Both [...]

‘Underwriting challenges of the hazardous pursuits of HNW and UHNW individuals’ by Jacob Fay published in COVER Magazine

2023-11-14T11:35:44+00:0014 November 2023|Blogs, PR|

"It is important that advisers can approach the whole market" Hazardous pursuits encompass a broad range of high-intensity activities that [...]

‘Simplifying life insurance for financial planning clients’ by Jonathan Morris and Darren Lee published in FT Adviser

2023-10-31T12:34:55+00:0031 October 2023|Blogs, PR|

Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous [...]

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