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
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 [...]
Introduction of caps on Agricultural Property Relief (APR) and Business Property Relief (BPR)
The upcoming introduction of caps on Agricultural Property Relief (APR) and Business Property Relief (BPR) in April 2026 is likely to generate significant tax planning activity, particularly around the gifting of agricultural and business assets. [...]
‘Outsourcing protection advice: Should you, or shouldn’t you?’ by Paula Steele published in Protection Reporter
In the ever-evolving landscape of protection advice in the UK, the decision to outsource protection advice is becoming an increasingly relevant topic for financial advisers and firms. Protection products, such as Life Insurance, Critical Illness [...]