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.
FINTECH AWARDS 2018 - INSURANCE BROKERAGE ADVISORY FIRM OF THE YEAR - UK
POWERWOMEN 2018 COMPANY OF THE YEAR - FEMALE LEADERSHIP
PROFESSIONAL ADVISER AWARDS 2018 FINALIST
ALEX SHIELDS - TOP 35 NEXT GENERATION ADVISERS 2017
GAMECHANGER OF THE YEAR, PAULA STEELE, JOHN LAMB LLP
REGIONAL FINANCIAL PLANNING ADVISORY FIRM OF THE YEAR 2017
PAULA STEELE - CITYWEALTH LEADERS LIST 2017
WEALTHNET TOP 25 FINANCIAL PLANNING COMPANIES
FINANCIAL ADVISER TEAM OF THE YEAR 2016-17
OUR NEWS & INSIGHTS
Financial Matters – May 2019
The May Technical Bulletin includes findings from the latest HMRC research into lifetime gifting. It also discusses a recent tribunal which may affect legislation around the impact of chargeable event gains on personal allowance.
Financial Matters - April 2019
This month’s technical bulletin includes the latest on the Trust Registration Service (TRS). It also includes details of the new capital limit used by local authorities in Wales for assessing eligibility for financial assistance with residential care costs.