Paula Steele has been featured in the Spear’s 500
We are delighted that our Director, Paula Steele, has been featured in the Spear’s 500, a guide to the top private client advisers and service providers for HNW individuals.
She has also been ranked as a top recommended insurance adviser for 2023.
“We take out significant life insurance programmes for estates to enable them to pay their inheritance tax. Let’s assume that you have an estate. In your estate you’ve got £50 million of assets you’re going to have to pay tax on. That could be pictures or property, because the land will almost certainly be exempt. It’s a £20 million liability that will be triggered on your death. You can give the assets away, or take out insurance that will trigger on your death or the death of your spouse.”
Spear’s 500 – Paula Steele
Other Insights
John Lamb Hill Oldridge shortlisted for the Citywealth Magic Circle Awards 2026
We are proud to announce that John Lamb Hill Oldridge has been shortlisted for the UHNW Private Client Services of the Year category in the CityWealth Magic Circle Awards 2026. These awards recognise and celebrate [...]
‘The pitfalls of business protection’ by Paula Steele, published in Money Marketing
In her latest article for Money Marketing, Paula Steele, Director at John Lamb Hill Oldridge, explores a topic that remains both essential and often overlooked: the pitfalls of business protection. Business protection is a chronically [...]
Paula Steele discusses offshore bonds on the Merryn Talks Money podcast at Bloomberg headquarters
Paula Steele was delighted to speak about offshore bonds on the Merryn Talks Money podcast by Bloomberg on 19 November 2025. In the episode, Paula discussed the advantages and disadvantages of these tax wrappers and [...]