‘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 [...]
Business Relief as an offset for inheritance tax: Here is how it might work
At the end of their lives, your clients are likely to want to bestow a significant amount of their wealth [...]
Using trusts to avoid the inheritance tax liability on life insurance payouts
Life insurance is often a key component of a high net worth (HNW) client’s long-term financial protection. The policy payouts [...]
John Lamb Hill Oldridge launches a Renewal and Valuation Service for life insurances
LONDON, 13th September 2023 John Lamb Hill Oldridge is delighted to announce the launch of its Renewal and Valuation Service [...]
Family Income Benefit: a fantastic protection solution for divorcing clients
Family Income Benefit: a fantastic protection solution for divorcing clients Divorce can have a significant impact on a family's financial [...]
Guaranteed whole-of-life assurance: here is why it might be an attractive option
Guaranteed whole-of-life assurance contracts have come back into the limelight recently. They offer high internal rates of return guaranteed not [...]
‘Female entrepreneurs in the private client industry’ by Alex Gibson-Watt
The private client industry has a reputation for being male dominated, however there are many, [...]