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.
FINANCIAL TEAM ADVISOR OF THE YEAR 2016
MOST TRUSTED ADVISORS (UK) 2016
FUND MANAGER ELITE 2016
ADVISER FIRM OF THE YEAR (UK) 2016
PAULA STEELE (MANAGING PARTNER) – LEADERS LIST 2016
ADVISER FIRM OF THE YEAR (LONDON) 2016
TOP 100 ADVISERS 2015
BEST FOR INHERITANCE TAX PLANNING 2015
FINANCIAL ADVISERS OF THE YEAR 2015
OUR NEWS & INSIGHTS
FIRST PAST THE POST
With the ability to transfer the nil rate band and the new residence nil rate band, some are questioning what this means for inheritance tax (IHT) planning.
The High Court has upheld a decision by the Financial Ombudsman Service (FOS) about unsuitable investment advice. This follows the Ombudsman’s decision in favour of an investor who complained about the service she received from Full Circle Asset Management Ltd.