Paula Steele has been featured in the Spear’s 500
We are delighted to announce that our Director, Paula Steele, has been featured in the new edition of the Spear’s 500.
This is the 10th edition of the Spear’s 500, which is the original and most in-depth guide to advisers to ultra-high-net-worth individuals and family offices.
The rankings and selections of the Spear’s Research Unit are based solely on merit. This is one of the reasons it is recognised as the most trusted and respected publication in the market.
Thank you to Spear’s magazine for including Paula in the index again this year.
Other Insights
New pensions taxation rules
In this video, Director Paula Steele explains how the taxation of pensions could change from April 2027. Please click here to view the full video
Changes to IHT
In this video, John Lamb Hill Oldridge Director Paula Steele summarises the proposed changes to inheritance tax that were outlined in the Budget in October 2024. Please click here to watch the full video [...]
‘How advisers can use protection specialists to better serve clients’ by Ken Maxwell published in FT Adviser
In the ever-evolving world of financial services, wealth accumulation is no longer the sole focus of advisers. Today, clients demand a more holistic approach to their financial wellbeing; one that also includes risk management and [...]