‘How can a gift inter vivos policy protect you from a potential inheritance tax liability?’ by Holly Hill published in FT Adviser
When making gifts to your loved ones, it is important to consider whether your [...]
Paula Steele “In the Spotlight” feature for The Month, Private Client Global Elite’s exclusive magazine
We are pleased to announce that Paula Steele’s “In the Spotlight” feature for The Month, Private [...]
International Women’s Day… Alex Gibson-Watt comments in IFA Magazine
Female entrepreneurs in the private client industry International women’s day provides an opportunity to not [...]
Holly Hill has been shortlisted for the COVER Magazine Women in Protection & Health Awards 2023
We are delighted to announce that our Broker, Holly Hill, has been shortlisted for the COVER Magazine Women [...]
Paula Steele comments about ‘Property and life insurance: issues for UHNWIs’ in Citywealth
Our Broking Director, Paula Steele, recently spoke with Citywealth to consider the latest updates in the property sector [...]
‘3 powerful reasons indexation should be a priority for your clients in 2023’ in IFA Magazine by Holly Hill
Soaring inflation has affected many aspects of everyday life over the past 12 months, from [...]
Paula Steele and Ken Maxwell listed again this year in the Private Client Global Elite Directory 2023
We are delighted to announce that our Broking Directors, Paula Steele and Ken Maxwell, have been listed once [...]
Meet the newest member of our team, Jacob Fay.
Meet the newest member of our team - Broker, Jacob Fay. Jacob graduated from Exeter University [...]
Why we are excited for the Magic Circle Awards and the latest company news
Citywealth magazine’s Magic Circle Awards are the leading accolade in the wealth management sector. The 2023 event is due [...]
The latest facial recognition technology: 3 reasons it might improve underwriting and benefit client wellness
Since the invention of the computer and the advent of the internet, technology has rapidly progressed, filtering into our [...]