Paula Steele has been featured in the Spear’s 500
![Top Recommended 2023, Insurance Advisers](https://jlho.co.uk/wp-content/uploads/2023/09/Top-Recommended-2023-Insurance-Advisers.jpg)
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
9 frequently asked questions about life insurance for high-net-worth clients
Life insurance can be a complex subject, so it is natural for your high-net-worth clients to have questions if you are thinking of arranging this to support them with their succession planning. By understanding more [...]
Q&A with Ken Maxwell, director at John Lamb Hill Oldridge
In this new series of Q&A articles, you can learn more about our esteemed team members who ensure that our clients receive the very highest level of service. Ken Maxwell is one of the directors [...]
How does John Lamb Hill Oldridge support you through the protection claims process?
Making a claim on an insurance policy can be time-consuming, especially since high-net-worth (HNW) and ultra-HNW (UHNW) clients may have complex financial arrangements in place. By working with our brokers here at John Lamb Hill [...]