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 [...]
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
Q&A with Alex Gibson-Watt, Managing Director at John Lamb Hill Oldridge
In this Q&A, learn more about Managing Director Alex Gibson-Watt, her career background, highlights, specialisms, and how her role has evolved over the years
John Lamb Hill Oldridge shortlisted for the Citywealth Magic Circle Awards 2026
We are proud to announce that John Lamb Hill Oldridge has been shortlisted for the UHNW Private Client Services of [...]
Paula Steele discusses offshore bonds on the Merryn Talks Money podcast at Bloomberg headquarters
Paula Steele was delighted to speak about offshore bonds on the Merryn Talks Money podcast by Bloomberg on 19 November [...]
Protecting £100 million in family gifts ahead of the 2026 APR/BPR changes
With changes to Agricultural Property Relief (APR) and Business Property Relief (BPR) due to take effect from April 2026, and [...]