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
WHO WILL BENEFIT FROM THE RESIDENCE NIL RATE BAND?
The residence nil rate band (RNRB) is set to be introduced in April 2017 and will be available for people who pass on their main residence to direct descendants such as children or grandchildren.
BEWARE THE 14-YEAR RULE
The seven-year rule is a well-known part of inheritance tax (IHT) planning. If you make a gift and survive the following seven years, the gift will become free of your estate for IHT purposes.