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
Our latest rate cards are now available
We have a wide range of life insurance products available, from whole-of-life to business protection, and our latest rate cards are now available
Associate Jacob Fay shortlisted in the CityWealth Future Leaders Awards 2025
Associate Jacob Fay has been shortlisted in the CityWealth Future Leaders Awards 2025, recognising his hard work and contribution to the team and the profession
Protecting family businesses: Preparing high-net-worth and ultra-high-net-worth clients for the 2026 changes to Business Property Relief
Incoming changes to Business Property Relief could see family businesses facing new IHT challenges. Life insurance is a strategic solution which could help