‘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
‘How do advisers address the complex needs of HNW clients?’ by Holly Hill published in Professional Adviser
In this article for Professional Adviser, Holly Hill explore how advisers can best serve the high net worth community and deal with their complex needs. There are a number of additional things to consider when [...]
‘Land Succession for the NextGen: Land and Estate Disputes’ webinar with Paula Steele by ThoughtLeaders4
Webinar organised by Thought Leaders 4 Private Client. In this session, we explored strategies to safeguard a family’s legacy and navigating complex land and estate disputes. The panellists covered points on: Succession issues on land [...]
Interview with Holly Hill for Citywealth
What does a typical day look like for you? I spend a lot of my days out and about in the city talking to other professionals or meeting clients. Sometimes I even find myself on Harley [...]