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

2026-04-02T11:27:38+01:0010 December 2025|Blogs, Podcasts|

Paula Steele was delighted to speak about offshore bonds on the Merryn Talks Money podcast by Bloomberg on 19 November [...]

Protecting £100 million in family gifts ahead of the 2026 APR/BPR changes

2025-11-11T11:02:37+00:0010 November 2025|Blogs, Life insurance case studies|

With changes to Agricultural Property Relief (APR) and Business Property Relief (BPR) due to take effect from April 2026, and [...]

Protecting family businesses: Preparing high-net-worth and ultra-high-net-worth clients for the 2026 changes to Business Property Relief

2025-08-29T14:26:01+01:0019 August 2025|Blogs|

Incoming changes to Business Property Relief could see family businesses facing new IHT challenges. Life insurance is a strategic solution which could help

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