‘Life Insurance and offshore clients’ by Jacob Fay published in Thought Leaders 4
Placing life insurance for clients based offshore who are looking for cover against UK IHT liabilities can present initial challenges, particularly regarding the structuring of cover. We see a significant number of offshore clients who [...]
John Lamb Hill Oldridge in the press
Leading financial advisory firm, John Lamb Hill Oldridge, has announced the formation of a specialised team to support advisers and clients in navigating the complexities of Insurance Based Investment Products (IBIPs). This initiative comes in [...]
Holly Hill promoted to Associate Director
We are delighted to announce that Holly Hill DipPFS, STEP Associate has been promoted from Senior Associate to Associate Director. Since joining John Lamb Hill Oldridge in 2022, Holly has excelled in her role within [...]
Webinar: Land Succession for the NextGen – Land and Estate Disputes
Webinar organised by Thought Leaders 4 Private Client. Location: 12:00-1:00 pm UK Time Virtual Event (Zoom) Members: FREE to attend - Book by 24 May Non Members: Register above as a member and attend for FREE - Book by 24 [...]
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 and assets to their family. If they have accrued a sizeable estate, their beneficiaries might [...]
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 provide the liquidity to cover their inheritance tax (IHT) bill after they die, allowing their [...]
Paula Steele has been featured in the Spear’s 500
We are delighted that our Director, Paula Steele, has been featured in the Spear’s 500, a guide to the top private client advisers and service providers for HNW individuals. She has also been ranked as a [...]
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. They discussed topics including: • Her role • A typical day at work • Interesting [...]
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 for life insurance policies. Clients, Trustees and Advisers face a myriad of issues where they [...]
Holly Hill shortlisted for prestigious award, and more in your latest update
Professional accolades are a great way of showcasing to our clients the level of professionalism and expertise we bring to our work — and the recognition it has received from the wider industry. The past [...]
‘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, very successful and entrepreneurial women at the forefront of the industry who are driving change [...]
Holly and Jonathan promoted to Senior Associate
We are delighted to announce that our Brokers, Jonathan Morris DipPFS and Holly Hill DipPFS Hill, have been promoted to Senior Associate. This is in recognition of their significant and sustained contribution to the [...]
Meet the newest member of our team, Jacob Fay.
Meet the newest member of our team - Broker, Jacob Fay. Jacob graduated from Exeter University with a 2:1 in Human Geography last August, focusing his dissertation on the portrayal of [...]
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. They discussed topics including: • Her role • A typical day at work • [...]
KEN MAXWELL APPOINTED AS DIRECTOR
John Lamb Hill Oldridge is delighted to announce that they have expanded the Board of Directors with Ken Maxwell being appointed as Director. Since joining John Lamb Hill Oldridge in 2018 Ken has been [...]
MERRY CHRISTMAS FROM JOHN LAMB HILL OLDRIDGE
Christmas and New Year are always a period of reflection and never more so as we say goodbye to 2020. Whilst there have been unimaginable challenges both on professional and personal levels, there have also [...]
JOHN LAMB MERGES WITH HILL OLDRIDGE
HILL OLDRIDGE JOINS JOHN LAMB CREATING THE UK’S LEADING LANDED ESTATES ADVISER ADVISER TO OVER 150 OF THE UK’S BIGGEST LANDED ESTATES AND THEIR FAMILIES. Hill Oldridge, a leading life assurance adviser to families [...]
JULIAN HILL – IN MEMORIAM
Julian Hill, who founded Hill Oldridge, passed away earlier this year. He will be sadly missed by all those who knew him. REMEMBERING JULIAN HILL by David Pollock Julian left school in 1978 and, [...]
COVID-19: YOU ARE NOT ALONE
WE ARE HERE TO HELP With the uncertainty and upheaval we all face due to the outbreak of COVID-19 (Coronavirus), I wanted to update you directly on the actions we are taking at John [...]
IS IT POSSIBLE TO GET LIFE COVER IF YOU SUFFER FROM MENTAL ILLNESS?
This week is mental health awareness week, with a particular focus on ‘stress and how we cope.’ We at John Lamb Insurance Broking are experts in obtaining excellent terms on those who have a [...]
