‘How advisers can use protection specialists to better serve clients’ by Ken Maxwell published in FT Adviser
In the ever-evolving world of financial services, wealth accumulation is no longer the sole focus of advisers. Today, clients demand a more holistic approach to their financial wellbeing; one that also includes risk management and [...]
Paula Steele has been featured in the Spear’s 500
We are delighted to announce that our Director, Paula Steele, has been featured in the new edition of the Spear’s 500. This is the 10th edition of the Spear’s 500, which is the original and [...]
‘Outsourcing protection advice: Should you, or shouldn’t you?’ by Paula Steele published in Protection Reporter
In the ever-evolving landscape of protection advice in the UK, the decision to outsource protection advice is becoming an increasingly relevant topic for financial advisers and firms. Protection products, such as Life Insurance, Critical Illness [...]
‘Opportunities for the life insurance industry from Budget proposals’ by Paula Steele published in Cover Magazine
Paula Steele, director, John Lamb Hill Oldridge, discusses how the Autumn Budget creates a need for protection for clients impacted by new Inheritance Tax (IHT) restrictions. The Autumn Budget on 30 October confirmed the changes [...]
‘Gifting before the budget’ by Paula Steele published in IFA Magazine
Many clients are concerned that there may be changes to capital gains tax and Inheritance tax in the Budget on 30th October and they may well be right! In order to potentially avoid these potential tax changes many clients are [...]
John Lamb Hill Oldridge celebrates 65 Years of Innovation, Excellence, and Growth
John Lamb Hill Oldridge the UK’s foremost specialist protection adviser, is thrilled to announce the celebration of its 65th anniversary. Since its founding in 1959, the company has been a trailblazer in the financial advice [...]
‘Protecting yourself against the impact of divorce’ by Holly Hill published in ThoughtLeaders4 HNW Divorce Magazine
UK divorce statistics reveal that approximately 42% of marriages are currently ending in divorce. The Divorce, Dissolution and Separation Act 2020 allows couples to legally end their relationship without attributing any blame, thus hopefully reducing [...]
‘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 [...]
Leading expert launches dedicated insurance-based investment products advice team
Offshore bonds aka PPLI aka Insurance based investment products John Lamb Hill Oldridge offers advice and intermediation (placement) and ongoing servicing for offshore bonds and is fully regulated to give this advice in the UK. [...]
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 [...]
‘How do advisers address the complex needs of HNW clients?’ by Holly Hill published in Professional Adviser
In this article for Professional Adviser, Holly Hill explore how advisers can best serve the high net worth community and deal with their complex needs. There are a number of additional things to consider when [...]
‘Land Succession for the NextGen: Land and Estate Disputes’ webinar with Paula Steele by ThoughtLeaders4
Webinar organised by Thought Leaders 4 Private Client. In this session, we explored strategies to safeguard a family’s legacy and navigating complex land and estate disputes. The panellists covered points on: Succession issues on land [...]
Interview with Holly Hill for Citywealth
What does a typical day look like for you? I spend a lot of my days out and about in the city talking to other professionals or meeting clients. Sometimes I even find myself on Harley [...]
‘In Conversation With… Paula Steele, Director, John Lamb Hill Oldridge’ by The Money Marketing Podcast
Join Kimberley Dondo in this episode of “In Conversation With” as she chats with Paula Steele, director at John Lamb Hill Oldridge, about protection financial advising. They cover tailoring protection plans, strategic use of life [...]
‘Such is life’ by Paula Steele in STEP Journal
It has been ten years since the UK’s Retail Distribution Review (RDR) was implemented, which changed the landscape for life insurance policies significantly. Many clients are unaware of what their policies provide and/or can do. [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]
‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine
The theme of this year’s International Women’s Day was to ‘inspire inclusion.’ In today’s rapidly evolving business landscape, as an industry we are increasingly realising the significance of diversity and inclusivity, with a particular emphasis [...]
Interview with Alex Gibson-Watt for The Month Magazine
Tell us a little about yourself? I’m a mother of four (now very grown up) children and wife of a very long-suffering husband. I have been involved with John Lamb in its various guises since [...]
‘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 article, we demonstrate how life insurance can be used in three tax planning scenarios. Death [...]
‘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 avenues offer distinct advantages and serve unique purposes, yet the choice between them hinges on [...]
‘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 often involve elements of speed, height, and exposure to challenging environments. Many of these pursuits [...]
‘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 generations. Long-winded questionnaires and the possibility of medical screenings add to the complexity. It is [...]
‘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 have begun to shape not only the future for many leading industries, but also the [...]
IHT planning: Interview with Jonathan Morris and IFA Podcast
Our Senior Associate, Jonathan Morris, spoke with Brandon Russell and Sue Whitbread about a crucial part of your clients’ estate planning - IHT planning. They also discussed PETs and the importance of gift cover. As a specialist in these [...]
Money Marketing in conversation with Ken Maxwell…wealth protection for HNW and UHNW individuals
The Money Marketing Podcast is a definitive guide to the biggest issues in financial planning and, recently, our Director, Ken Maxwell, spoke with Kimberley Dondo for their latest episode. They covered: Wealth protection for HNW [...]
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 [...]
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 stability, making it crucial to ensure that both parties involved, as well as any dependents, [...]
How we have been getting the word out through industry publications
John Lamb Hill Oldridge regularly features in many prominent trade publications. Our team write informative pieces that have offered our expert insights into the world of protection. Here are a few topics they have covered. [...]
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 only by the issuing insurer, but also by the Financial Services Compensation Scheme (FSCS), which [...]
‘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 [...]
‘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 protection and health insurance. In the article, Jacob identifies five of the [...]
Does protection get the level of attention that it requires? Podcast by Ken Maxwell in IFA Magazine
In a recent episode of the IFA Talk Podcast, our director, Ken Maxwell, joined Sue Whitbread and Brandon Russell to discuss the importance of client protection. During the interview, Sue brought up an interesting [...]
‘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 exposing you to a substantial 40% Inheritance Tax (IHT) charge. Let's [...]
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 Client Global Elite’s exclusive magazine, has now been published. In the piece, Paula shares: • [...]
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 only reflect but also to look forward on the progress that women have made in [...]
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 and how UHNWIs are coping with the changing landscape. The piece covered: • Taxes and [...]
‘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 grocery bills to mortgage rates. A less obvious but potentially damaging consequence is the gap [...]
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 everyday lives and changing the way our society functions on a daily basis. The pandemic [...]
Death and taxes: Why IHT problems might be solved by valuable protection
Death and taxes are two issues that all of our clients are guaranteed to face and it is highly likely that inheritance tax (IHT) in particular will make up a considerable part of their [...]
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 on to your family at some point. In recent years, the UK tax authorities have [...]
‘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. It is especially important for high-net-worth clients, for whom the tax implications of poor 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 Morris, protection specialist at John Lamb Hill Oldridge, examines the considerations of increased premiums known [...]
‘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 need income protection? With the cost of living increasing, the requirement for long term financial [...]
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 • [...]
‘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 a view to capital gain, but often, simply because the purchaser loves what they’re buying. [...]
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. COVER is the leading industry publication for life protection and health insurance, providing expert news, [...]
JOHN LAMB HILL OLDRIDGE IN THE PRESS
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.