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“We are particularly proud of our reputation for finding creative solutions to the most difficult problems"

Our Services

The company’s core expertise lies in placing significant life assurance risks in mitigation of inheritance tax liabilities as part of a client’s longer term succession planning.

With over 25 years’ experience of working with the leading life offices and reassurance companies, Hill Oldridge is well placed to access the maximum capacity available within the UK market and to obtain the best terms for its clients.

The company often works alongside other professional advisers in providing estate planning advice and has longstanding relationships with many of the leading practitioners in Private Client Tax and Trust Services.

In addition, the company offers restricted advice on savings and investment products, and pensions. Restricted advice means that there are certain investment products which are not offered because they require specialist expertise or research capability.
Hill Oldridge is authorised and regulated by the Financial Conduct Authority