Citywealth leaders list interview: 60 seconds with Paula Steele
Our Director, Paula Steele, was interviewed by Citywealth about her role at John Lamb Hill Oldridge, and life outside our Boswell Street office. They discussed topics including:
• Her role
• A typical day at work
• Interesting client instructions
• The last place she travelled to
• Her proudest professional achievement
• Client challenges, and how John Lamb Hill Oldridge faces them.
“We have recently enjoyed placing over £50m of cover for some Bermuda trustees, dealing with their administrators in Zurich and the client here in the UK. A challenging case owing to the level of cover and the cross-jurisdiction advice issues.”
You can view Paula’s profile on the Leaders List here.
Other Insights
‘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 [...]
Holly Hill’s insights on protection planning and financial resilience quoted in IFA magazine
We are pleased to share that Holly Hill, Associate Director at John Lamb Hill Oldridge, has been quoted in a recent IFA Magazine article: “In Focus: how can protection planning strengthen financial resilience? Expert perspectives.” [...]