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
Alex Gibson-Watt and Paula Steele interviewed by FT Adviser on the role of specialist protection advisers for HNW and UHNW clients
With inheritance tax changes now being discussed in national news, more IFAs are looking to John Lamb Hill Oldridge for support with protecting their clients’ estates. In a recent interview with FT Adviser, Directors Paula [...]
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
LIFE INSURANCE SEPTEMBER 2025
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