‘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 [...]
‘3 ways AI could transform the underwriting process’ by Darren Lee published in COVER Magazine
Artificial intelligence (AI) has been a regular feature in news headlines over the past year, as developments in the technology [...]
Citywealth leaders list interview: 60 seconds with Paula Steele
Our Director, Paula Steele, was interviewed by Citywealth about her role at John Lamb Hill Oldridge, and life outside our Boswell Street office. [...]
‘Five reasons why people don’t think life insurance is for them…and why they might be wrong’ by Jacob Fay in COVER Magazine
Our broker, Jacob Fay, has recently published an article with COVER Magazine. COVER is the leading industry publication for life [...]
‘How can a gift inter vivos policy protect you from a potential inheritance tax liability?’ by Holly Hill published in FT Adviser
When making gifts to your loved ones, it is important to consider whether your generosity may also be [...]
Paula Steele “In the Spotlight” feature for The Month, Private Client Global Elite’s exclusive magazine
We are pleased to announce that Paula Steele’s “In the Spotlight” feature for The Month, Private [...]
International Women’s Day… Alex Gibson-Watt comments in IFA Magazine
Female entrepreneurs in the private client industry International women’s day provides an opportunity to not [...]