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
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 [...]