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‘In Conversation With… Paula Steele, Director, John Lamb Hill Oldridge’ by The Money Marketing Podcast

Published On: 9 May 2024

Join Kimberley Dondo in this episode of “In Conversation With” as she chats with Paula Steele, director at John Lamb Hill Oldridge, about protection financial advising.

They cover tailoring protection plans, strategic use of life insurance for tax planning, recent tax law changes, common misconceptions and future trends in life insurance for tax planning. Tune in for expert insights on navigating financial protection and tax planning.

 

Author: The Money Marketing Podcast

Article published on The Money Marketing Podcast in May 2024.

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The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules

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In the new Labour government’s Autumn Budget, Chancellor Rachel Reeves announced some of the biggest changes to tax rules for non-domiciled individuals for many years. As a result, many high-net-worth and ultra-high-net-worth clients are considering [...]