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.
PAULA STEELE (MANAGING PARTNER) - LEADERS LIST 2017
WEALTHNET TOP 25 FINANCIAL PLANNING COMPANIES
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
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.
IN SICKNESS AND IN WEALTH
If a seriously ill person transfers a pension plan and dies soon after, it may be classed as a chargeable lifetime transfer for inheritance tax purposes. The process for calculating charges can be complex, but things may be about to get simpler.
John Lamb recognised on Citywealth Leaders List
If are happy with the service you've received from John Lamb, we'd like to ask you leave a review for us on the Citywealth Leaders List website, a best of the best directory of leading professionals in the private wealth management and private client industry.