CITYWEALTH LEADERS LIST 2017
We are delighted to announce that Paula Steele our Managing Director has once again been included in the Citywealth Leaders List.
The Citywealth Leaders List is a best of the best directory of leading professionals in the private wealth management and private client industry. The list brings together lawyers, accountants, family offices, private bankers and trustees who deal with private UHNW clients. The list is the result of an ongoing year-long programme of peer recommendation and rigorous verification.
Other Insights
Paula Steele has been featured in the Spear’s 500
We are delighted to announce that our Director, Paula Steele, has been featured in the new edition of the Spear’s 500. This is the 10th edition of the Spear’s 500, which is the original and [...]
Introduction of caps on Agricultural Property Relief (APR) and Business Property Relief (BPR)
The upcoming introduction of caps on Agricultural Property Relief (APR) and Business Property Relief (BPR) in April 2026 is likely to generate significant tax planning activity, particularly around the gifting of agricultural and business assets. [...]
‘Outsourcing protection advice: Should you, or shouldn’t you?’ by Paula Steele published in Protection Reporter
In the ever-evolving landscape of protection advice in the UK, the decision to outsource protection advice is becoming an increasingly relevant topic for financial advisers and firms. Protection products, such as Life Insurance, Critical Illness [...]