John Lamb helps individuals and families successfully deal with any issues by making the most of their financial resources, and safeguarding their financial future through effective planning.
John Lamb’s approach to investing focuses on preserving wealth and enhancing its value in carefully considered ways.
We consider the implications of tax across all our financial planning work. That is because we believe it makes sense to take advantage of all the reliefs and allowances available to mitigate tax.
At any stage of your life John Lamb helps you plan for when you retire. We guide you through the range of investment strategies that are appropriate for your current situation and aspirations.
Following the substantial increase in UK house prices over the past few years, equity release has become a popular way to access the capital.
Without due care and consideration inheritance tax can have a substantial impact on your family’s assets.
Events such as death, sudden illness or injury can have a dramatic impact on our finances.
There are many issues to consider when separating from your partner. At John Lamb we understand divorce can be complex and demanding on a personal level.
ALEX SHIELDS - TOP 35 NEXT GENERATION ADVISERS 2017
PAULA STEELE - CITYWEALTH LEADERS LIST 2017
WEALTHNET TOP 25 FINANCIAL PLANNING COMPANIES
MID MARKET ACHIEVEMENT AWARDS - MOST TRUSTED FINANCIAL ADVISORY 2016
FINANCIAL ADVISER TEAM OF THE YEAR 2016-17
OUR NEWS & INSIGHTS
The Top 35 Next Generation Advisers 2017
Congratulations to Alex Shields from John Lamb, who has been included in New Model Adviser’s Top 35 Next Generation Advisers of 2017!
A TAXING PROCESS
If a member of a pension scheme aged 75 or over dies and a lump sum is paid to a personal discretionary or flexible trust, a 45% special lump sum death benefit charge will arise. This raises questions about the tax credit system for beneficiaries.