‘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
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