Paula Steele in the final shortlist in Professional Adviser’s in Financial Advice Awards 2022
We’re thrilled to announce that our Director, Paula Steele, has reached the third and final shortlist for Woman of the Year – Protection Advice in Professional Adviser’s Women in Financial Advice Awards 2022. These prestigious awards celebrate the achievements of women working within the financial services sector in the UK and, this year alone, over 2,200 nominations were made across the various categories. Please join everyone here at John Lamb Hill Oldridge in congratulating Paula for this fantastic achievement, and in wishing her luck for the awards ceremony in London on 6th July.
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 [...]