‘The pitfalls of business protection’ by Paula Steele, published in Money Marketing
In her latest article for Money Marketing, Paula Steele, Director at John Lamb Hill Oldridge, explores a topic that remains both essential and often overlooked: the pitfalls of business protection.
Business protection is a chronically underserved area, despite the significant risks that arise when a key individual or shareholder dies. In the article, Paula shares the strategic importance of protection for business owners, the complexities advisers must navigate, and why confident, technically informed advice is critical in safeguarding commercial continuity and family assets.
Click here to read the full article. Thank you to Money Marketing for featuring Paula’s article.
Other Insights
‘How protection can help advisers support clients in funding or mitigating inheritance tax liabilities’ published in IFA magazine
In a recent article for IFA magazine, Holly Hill, Associate Director at John Lamb Hill Oldridge, examines the role of protection planning in supporting clients with inheritance tax liabilities. For high-net-worth and ultra-high-net-worth clients, protection [...]
Holly Hill’s insights on protection planning and financial resilience quoted in IFA magazine
We are pleased to share that Holly Hill, Associate Director at John Lamb Hill Oldridge, has been quoted in a recent IFA Magazine article: “In Focus: how can protection planning strengthen financial resilience? Expert perspectives.” [...]
Podcast: Paula Steele joins Merryn Talks Money LIVE at Bloomberg HQ to discuss “What’s eating away at inheritance money?”
The latest episode of Merryn Talks Money, featuring Paula Steele, Director at John Lamb Hill Oldridge, is now live. The discussion covers passing on inheritance to beneficiaries as well as other pertinent personal finance topics [...]