‘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. [...]
A cost-effective inheritance tax (IHT) strategy is a vital part of long-term estate planning. [...]
"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? Why do your clients [...]
Our Director, Paula Steele, was interviewed by Citywealth about her role at John Lamb Hill Oldridge, and life outside our Boswell Street [...]
Art and luxury items are bought for a variety of reasons; sometimes as a store of value, sometimes with [...]
Our Director, Ken Maxwell, recently spoke with COVER Magazine about the challenges of writing high net worth life insurance. [...]
Unlike others in our industry we kept working through lockdown and all that COVID-19 has thrown at us. We have taken pride in the fact that we have continued to provide the same level of advice and service our clients expect. We are very aware that our clients’ personal needs don’t sit still just because we are not in an office together or having to socially distance; technology has enabled us to stay on top of our brief.