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
Protecting £100 million in family gifts ahead of the 2026 APR/BPR changes
With changes to Agricultural Property Relief (APR) and Business Property Relief (BPR) due to take effect from April 2026, and with the November 2025 Budget approaching, many advisers and clients are reviewing their estate-planning and [...]
Jacob Fay featured in CityWealth Leaders List Interview
We are proud to share that Jacob Fay, Associate at John Lamb Hill Oldridge, has been featured in CityWealth’s Leaders List interview this week. In the piece, Jacob shares insights into his work advising high-net-worth [...]
Alex Gibson-Watt and Paula Steele interviewed by FT Adviser on the role of specialist protection advisers for HNW and UHNW clients
With inheritance tax changes now being discussed in national news, more IFAs are looking to John Lamb Hill Oldridge for support with protecting their clients’ estates. In a recent interview with FT Adviser, Directors Paula [...]