Paula Steele comments about ‘Property and life insurance: issues for UHNWIs’ in Citywealth
Our Broking Director, Paula Steele, recently spoke with Citywealth to consider the latest updates in the property sector and how UHNWIs are coping with the changing landscape.
The piece covered:
• Taxes and insurance associated with purchasing property
• Dealing with the increased use of life insurance
• How UHNWIs are taking advantage of this.
You can read the the full article here.
Our thanks to Paula for her contributions to this forward-thinking and insightful article.
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 [...]
