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...

read more

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...

read more

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...

read more

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...

read more