‘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
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding purposes. Despite their undoubted benefits sometimes contentious situations may arise prompting trustees to consider terminating [...]
‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine
The theme of this year’s International Women’s Day was to ‘inspire inclusion.’ In today’s rapidly evolving business landscape, as an industry we are increasingly realising the significance of diversity and inclusivity, with a particular emphasis [...]
Interview with Alex Gibson-Watt for The Month Magazine
Tell us a little about yourself? I’m a mother of four (now very grown up) children and wife of a very long-suffering husband. I have been involved with John Lamb in its various guises since [...]