Our latest podcasts from Ken Maxwell and Paula Steele are now available
Our podcasts page is packed with valuable insights and professional viewpoints surrounding some of the biggest issues in the world [...]
John Lamb Hill Oldridge shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle Awards 2026
John Lamb Hill Oldridge has been shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle [...]
The cost of delays when taking out life insurance: why timely action matters
For ultra-high-net-worth (UHNW) clients, financial planning is typically centred on investment structuring, tax efficiency and estate preservation. Protection planning, particularly [...]
The importance of seeking advice about the upcoming changes to inheritance tax and pensions
The treatment of pensions within inheritance tax (IHT) is set to change materially. From 6 April 2027, most unused pension [...]
Holly Hill’s insights on protection planning and financial resilience quoted in IFA magazine
We are pleased to share that Holly Hill, Associate Director at John Lamb Hill Oldridge, has been quoted in a [...]
Podcast: Paula Steele joins Merryn Talks Money LIVE at Bloomberg HQ to discuss “What’s eating away at inheritance money?”
The latest episode of Merryn Talks Money, featuring Paula Steele, Director at John Lamb Hill Oldridge, is now live. The [...]
Ken Maxwell quoted in ‘IHT, two-tier underwriting and client demands mean advisers remain vital – analysis’, article by Health & Protection.
We are pleased to see Ken Maxwell, Director at John Lamb Hill Oldridge, quoted in a recent Health & Protection [...]
Paula Steele moves into consultancy position at John Lamb Hill Oldridge
As part of John Lamb Hill Oldridge’s new chapter, Director Paula Steele is moving into a consultancy role, still offering her expertise to our clients
Weight-loss injections and life insurance underwriting: What advisers should know
As weight-loss injections become increasingly common, there are some considerations for advisers to take into account at application stage
The impact of December 2025’s APR and BPR changes on life insurance planning
Upcoming changes to key inheritance tax reliefs could see more estates facing a bill. Find out how these could impact on life insurance planning