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Firms merge to create landed estates advice business

News Team, 04/08/2020

A firm specialising in the provision of life assurance to families and landed estates has been acquired by investment advisory John Lamb.

The firm in question, 1992-founded Hill Oldridge, advises more than 150 landed estates in the UK, counting among its clients the likes of the Astors of Cliveden. The company’s core expertise lies in placing significant life assurance risks in mitigation of inheritance tax liabilities as part of a client’s longer-term succession planning.

John Lamb is a financial planning an investment advisory business set up in 1959.


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