‘Must have protection for businesses is same as for individuals’ Paula Steele interviewed for FTAdviser
Business protection is just as important as personal protection, but it requires specialist knowledge and skill to secure the most suitable cover for high-net-worth and ultra-high-net-worth clients. This was the subject of discussion when Director Paula Steele was interviewed for a piece for FTAdviser.
In a featured Q&A article, Paula discusses the risks that business owners face and how advising business owners differs from advising individuals.
Click here to read the full article. Thank you to FTAdviser for featuring Paula in the article.
Other Insights
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
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