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
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 [...]