Paula Steele comments about ‘Property and life insurance: issues for UHNWIs’ in Citywealth
Our Broking Director, Paula Steele, recently spoke with Citywealth to consider the latest updates in the property sector [...]
‘3 powerful reasons indexation should be a priority for your clients in 2023’ in IFA Magazine by Holly Hill
Soaring inflation has affected many aspects of everyday life over the past 12 months, from [...]
The latest facial recognition technology: 3 reasons it might improve underwriting and benefit client wellness
Since the invention of the computer and the advent of the internet, technology has rapidly progressed, filtering into our [...]
How can you make sure valuable assets remain in your family and not with HMRC’ by Jonathan Morris in Polo & Lifestyle the London Magazine
If you have significant assets, it is likely that you will want to pass these [...]
‘Estate planning for high-net-worth clients: life insurance as a cost-effective strategy’ in IFA Magazine by Holly Hill
A cost-effective inheritance tax (IHT) strategy is a vital part of long-term estate planning. [...]
‘Should a client take a rated quote’ in COVER Magazine by Jonathan Morris
"As time passes, there is an increasing risk of further health issues arising" Jonathan [...]
‘Is your client’s work-place income protection policy doing the job?’ in Professional Adviser by Jonathan Morris
Is your client’s work-place income protection policy doing the job? Why do your clients [...]
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 [...]
‘Keeping art and luxury items in the family’ in The Month magazine by Jonathan Morris
Art and luxury items are bought for a variety of reasons; sometimes as a store of value, sometimes with [...]
The challenges of writing high net worth life insurance’ in COVER Magazine by Ken Maxwell
Our Director, Ken Maxwell, recently spoke with COVER Magazine about the challenges of writing high net worth life insurance. [...]