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
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
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