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
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 [...]
New pensions taxation rules
In this video, Director Paula Steele explains how the taxation of pensions could change from April 2027. Please click here to view the full video
Changes to IHT
In this video, John Lamb Hill Oldridge Director Paula Steele summarises the proposed changes to inheritance tax that were outlined in the Budget in October 2024. Please click here to watch the full video [...]