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
Our Evolution: From Generalist IFA to Boutique Life Insurance Specialists
The History and Mission of John Lamb Hill Oldridge
Navigating Inheritance Tax: Gift Inter Vivos & Trust Structures
In this video, Holly Hill, Associate Director at John Lamb Hill Oldridge, discusses the growing importance of "gift inter vivos" cover for individuals making significant financial gifts.
‘Delaying life insurance is not a neutral decision’ published in FT Adviser
Delaying life insurance planning can lead to higher premiums, reduced insurability, and limited flexibility, particularly where cover is intended to support inheritance tax planning. Acting early can help secure more favourable terms and ensure protection [...]