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