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 for high-net-worth and ultra-high-net-worth individuals.
Thank you to Merryn Somerset Webb and Bloomberg for the invitation to Paula to take part in this podcast.
Please click here to listen to the episode on Spotify.
Please click here to listen to the episode on Apple Podcasts.
Other Insights
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 [...]
‘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 [...]
Our latest rate cards are now available
We have a wide range of life insurance products available, from whole-of-life to business protection, and our latest rate cards are now available