Paula Steele and Ken Maxwell listed again this year in the Private Client Global Elite Directory 2023
We are delighted to announce that our Broking Directors, Paula Steele and Ken Maxwell, have been listed once again this year in the Private Client Global Elite Directory.
The Private Client Global Elite is a highly respected global directory of the world’s top private client and trust and estates litigation talent, as well as rising stars within the industry. This includes 150 non-lawyers in the “Recommends” section.
Those who are fortunate enough to be included in this Directory have the honour of knowing they have been chosen entirely by their peers in the industry.
You can view their entries here.
It is a huge achievement for Paula and Ken and highlights their expertise and commitment to exceptional client service.
Other Insights
‘Underwriting challenges of the hazardous pursuits of HNW and UHNW individuals’ by Jacob Fay published in COVER Magazine
"It is important that advisers can approach the whole market" Hazardous pursuits encompass a broad range of high-intensity activities that often involve elements of speed, height, and exposure to challenging environments. Many of these pursuits [...]
‘Simplifying life insurance for financial planning clients’ by Jonathan Morris and Darren Lee published in FT Adviser
Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous generations. Long-winded questionnaires and the possibility of medical screenings add to the complexity. It is [...]
Business Relief as an offset for inheritance tax: Here is how it might work
At the end of their lives, your clients are likely to want to bestow a significant amount of their wealth and assets to their family. If they have accrued a sizeable estate, their beneficiaries might [...]
