‘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
‘Life Insurance and offshore clients’ by Jacob Fay published in Thought Leaders 4
Placing life insurance for clients based offshore who are looking for cover against UK IHT liabilities can present initial challenges, particularly regarding the structuring of cover. We see a significant number of offshore clients who [...]
Leading expert launches dedicated insurance-based investment products advice team
Offshore bonds aka PPLI aka Insurance based investment products John Lamb Hill Oldridge offers advice and intermediation (placement) and ongoing servicing for offshore bonds and is fully regulated to give this advice in the UK. [...]
Holly Hill promoted to associate director
The UK’s foremost specialist protection adviser, John Lamb Hill Oldridge, has boosted its leadership team by promoting Holly Hill to the role of associate director. A former Team GB rower, Holly joined John Lamb Hill [...]
