Paula Steele on the judging panel for the Magic Circle Awards 2023

Our Director, Paula Steele, has accepted an invitation to sit on the judging panel for The Magic Circle Awards 2023.
This is a well-deserved acknowledgement of Paula’s reputation, expertise and significant experience in the financial services industry.
Specialising in resolving particularly complex and challenging issues for individuals and families, Paula has specific expertise in life assurance, equity release, and later life planning.
Her professional accreditations include Chartered Financial Planner, IMC, and being an affiliate of STEP (the Society of Trust and Estate Practitioners).
She has also played an important role in improving standards throughout the financial advice industry and has been the recipient of many awards, most recently receiving a Lifetime Achievement Award at the Citywealth Magic Circle Awards 2022.
Paula is looking forward to giving up her time to assess and evaluate the 2023 entrants and wishes all candidates the very best of luck.
#financialplanning #lifeinsurance #MagicCircleAwards
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John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
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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 [...]
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In this video, Director Paula Steele explains how the taxation of pensions could change from April 2027. Please click here to view the full video


