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
Affordable IHT Protection for Illiquid Estates
In this video, Jacob Fay, Associate at John Lamb Hill Oldridge, explains how his team structured a cost-effective Inheritance Tax (IHT) protection plan for clients with predominantly illiquid assets.
Complex Asset Structuring & Inheritance Tax Protection
In this video, Ken Maxwell, Director at John Lamb Hill Oldridge, explains how his team navigated a highly complex client situation to provide tailored inheritance tax protection.
Restructuring 200 Historic Life Insurance Policies
In this video, Holly Hill, Director at John Lamb Hill Oldridge, discusses a highly complex case study involving the modernisation and restructuring of a significant portfolio of historic life insurance policies.