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
Using life insurance to cover the inheritance tax tail for a high-net-worth client’s gifting strategy
The client had made multiple gifts totalling £20 million and was seeking to cover the inheritance tax (IHT) liability over the next seven years. Lifestyle disclosures meant certain insurers would not offer cover. [...]
Arranging life insurance for a married couple to cover their £3 million inheritance tax liability
The clients, a married couple in their 60s, had three children in their 20s The couple had a £3 million inheritance tax (IHT) liablity They were seeking whole-of-life cover for their joint life IHT [...]
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