Equity Release Premiums June 2020

Our latest equity release premium rates are now available for download.  This useful reference guide includes an overview of types of equity release along with product standards and features.  Download rates...

Helping with school fees

THE SCENARIO Mr and Mrs Taylor, both age 75, approached John Lamb as they had talked to their investment manager who suggested John lamb might be able to help. They were living in a house in the Home Counties worth £3 million with investments of £1.5 million which...

Enhanced Lifetime Mortgage

THE SCENARIO Mr Williams, a widower in his late 90’s, required constant care due to age and health related problems. As a result of Mr Williams’ condition, his family had registered for Power of Attorney, enabling them to manage his financial affairs, health and...

Meeting the costs of care

THE SCENARIO Mr and Mrs Smith had lived in their home for over 50 years and had no desire to move. However, following a recent heart attack, Mr Smith’s poor health meant additional care was required. With a property valued at £5 million and investments of £1.3...

Passing on wealth efficiently

THE SCENARIO Mrs Jones was referred to John Lamb through one of our professional connections. Having lost her husband many years ago she was living alone in a central London property worth £4 million. Mrs Jones had an investment portfolio worth £1.9 million which was...