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
The cost of delays when taking out life insurance: why timely action matters
For ultra-high-net-worth (UHNW) clients, financial planning is typically centred on investment structuring, tax efficiency and estate preservation. Protection planning, particularly life insurance, is frequently deferred, often viewed as something to address later. This creates a [...]
The importance of seeking advice about the upcoming changes to inheritance tax and pensions
The treatment of pensions within inheritance tax (IHT) is set to change materially. From 6 April 2027, most unused pension funds will be brought within the scope of an individual’s estate for IHT purposes. Historically, [...]
‘Gifting: Who should make the gift?’ published in Professional Adviser
A new article by Ken Maxwell, Director at John Lamb Hill Oldridge, has been published in Professional Adviser, addressing a key consideration in inheritance tax planning: who should make the gift? The article examines how [...]