‘How do advisers address the complex needs of HNW clients?’ by Holly Hill published in Professional Adviser
In this article for Professional Adviser, Holly Hill explore how advisers can best serve the high net worth community and [...]
‘Land Succession for the NextGen: Land and Estate Disputes’ webinar with Paula Steele by ThoughtLeaders4
Webinar organised by Thought Leaders 4 Private Client. In this session, we explored strategies to safeguard a family’s legacy and [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine Gallery‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding [...]
‘Inheritance tax considerations on the sale of a business’ by Holly Hill published in The Month magazine
In the following article, published in The Month magazine, Holly Hill, senior associate at John Lamb Hill Oldridge, explores the [...]
2 key medical underwriting trends that could benefit your clients in 2024
When arranging life insurance and income protection for your high-net-worth and ultra-high-net worth clients, it is important to understand how [...]
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 [...]
‘Using life insurance as a tax planning tool’ by Holly Hill in ThoughtLeaders4 Private Client Magazine
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
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
"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
Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous [...]
