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
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 [...]
‘How protection can help advisers support clients in funding or mitigating inheritance tax liabilities’ published in IFA magazine
In a recent article for IFA magazine, Holly Hill, Associate Director at John Lamb Hill Oldridge, examines the role of protection planning in supporting clients with inheritance tax liabilities. For high-net-worth and ultra-high-net-worth clients, protection [...]


