‘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.
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Affordable IHT Protection for Illiquid Estates
In this video, Jacob Fay, Associate at John Lamb Hill Oldridge, explains how his team structured a cost-effective Inheritance Tax (IHT) protection plan for clients with predominantly illiquid assets.
Complex Asset Structuring & Inheritance Tax Protection
In this video, Ken Maxwell, Director at John Lamb Hill Oldridge, explains how his team navigated a highly complex client situation to provide tailored inheritance tax protection.
Restructuring 200 Historic Life Insurance Policies
In this video, Holly Hill, Director at John Lamb Hill Oldridge, discusses a highly complex case study involving the modernisation and restructuring of a significant portfolio of historic life insurance policies.


