Paula Steele discusses offshore bonds on the Merryn Talks Money podcast at Bloomberg headquarters

Paula Steele was delighted to speak about offshore bonds on the Merryn Talks Money podcast by Bloomberg on 19 November 2025.
In the episode, Paula discussed the advantages and disadvantages of these tax wrappers and why they could play an important role in tax planning for high-net-worth and ultra-high-net-worth individuals. She also discussed the fact that these wrappers aren’t suitable for everyone, so the drawbacks should be carefully considered, and expert advice sought before proceeding.
Click here to listen to the full conversation. Thank you to Bloomberg for hosting Paula on the podcast.
Other Insights
John Lamb Hill Oldridge shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle Awards 2026
John Lamb Hill Oldridge has been shortlisted for UHNW Private Client Services of the Year at the Citywealth Magic Circle Awards 2026, which will take place in London on 13th May 2026. These awards celebrate [...]
The cost of delays when taking out life insurance: why timely action matters
For ultra-high-net-worth (UHNW) clients, financial planning is typically centred on investment structuring, tax efficiency and estate preservation. Protection planning, particularly life insurance, is frequently deferred, often viewed as something to address later. This creates a [...]
The importance of seeking advice about the upcoming changes to inheritance tax and pensions
The treatment of pensions within inheritance tax (IHT) is set to change materially. From 6 April 2027, most unused pension funds will be brought within the scope of an individual’s estate for IHT purposes. Historically, [...]


