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
‘Opportunities for the life insurance industry from Budget proposals’ by Paula Steele published in Cover Magazine
Paula Steele, director, John Lamb Hill Oldridge, discusses how the Autumn Budget creates a need for protection for clients impacted by new Inheritance Tax (IHT) restrictions. The Autumn Budget on 30 October confirmed the changes [...]
Life insurance for Non-Doms: April 2025 deadlines
April 2025 deadlines: If clients are thinking of buying life insurance covering ongoing or tail liabilities and want cover pre-April 2025, they should be aware; Timing of Insurance and Risk Management: For clients planning to [...]
John Lamb Hill Oldridge is proud to support St Christopher’s Dinner at Goldsmiths’ Hall
We’re proud to continue our long history of supporting St Christopher's Hospice. They are more than a local hospice. They exist to promote and provide skilled and compassionate palliative care of the highest quality. St Christopher’s [...]