MAGIC CIRCLE AWARDS 2017

We are delighted to announce that Paula Steele our Managing Partner has been shortlisted in the Magic Circle Awards 2017 as Entrepreneurial Individual of the Year.
The Magic Circle Awards are held annually to find the best advisors and managers in the global industry. Entries can either be by nomination from the global industry or companies can also send in detailed submissions. All entries for each category are then shortlisted as finalists by a judging panel featuring ten global industry experts. All voting is done online, which opens once the finalists have been announced.
“I am delighted and honoured to have been nominated for this award and to have made the shortlist alongside a number of esteemed industry colleagues.” Says Paula Steele of her achievement. “It’s great when your work is recognised and acknowledged by your industry and peers as having achieved a level of distinction.”
Each award is partially determined by the number of public votes received for the nominees (contributing one extra judge in the decision-making process) and so, if you think that Paula deserves to win, we’d love your help. You can vote here and please bear in mind that voting closes on 21st April 2017.
The John Lamb Team has won over 15 top industry awards in the past five years and we are delighted with this further recognition.
Other Insights
Podcast: Ken Maxwell discusses “A broker’s perspective on the underwriting challenges for high-value life cover” on IFA Talk
Director Ken Maxwell was recently invited to speak on the IFA Talk podcast, sharing a broker’s perspective on the underwriting challenges for high-value life cover. Ken covered a range of topics with hosts Sue and [...]
Using life insurance to cover the inheritance tax tail for a high-net-worth client’s gifting strategy
The client had made multiple gifts totalling £20 million and was seeking to cover the inheritance tax (IHT) liability over the next seven years. Lifestyle disclosures meant certain insurers would not offer cover. [...]
Arranging life insurance for a married couple to cover their £3 million inheritance tax liability
The clients, a married couple in their 60s, had three children in their 20s The couple had a £3 million inheritance tax (IHT) liablity They were seeking whole-of-life cover for their joint life IHT [...]


