‘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
John Lamb Hill Oldridge wins gold at the Citywealth Magic Circle awards
Here at John Lamb Hill Oldridge, we are dedicated to providing the highest quality service to all of our clients. It is our mission to help them feel reassured about the future by arranging the [...]
9 frequently asked questions about life insurance for high-net-worth clients
Life insurance can be a complex subject, so it is natural for your high-net-worth clients to have questions if you are thinking of arranging this to support them with their succession planning. By understanding more [...]
Q&A with Ken Maxwell, director at John Lamb Hill Oldridge
In this new series of Q&A articles, you can learn more about our esteemed team members who ensure that our clients receive the very highest level of service. Ken Maxwell is one of the directors [...]