‘Gifting before the budget’ by Paula Steele published in IFA Magazine
Many clients are concerned that there may be changes to capital gains tax and Inheritance tax in the Budget on [...]
‘Protecting yourself against the impact of divorce’ by Holly Hill published in ThoughtLeaders4 HNW Divorce Magazine
UK divorce statistics reveal that approximately 42% of marriages are currently ending in divorce. The Divorce, Dissolution and Separation Act [...]
‘Life Insurance and offshore clients’ by Jacob Fay published in Thought Leaders 4
Placing life insurance for clients based offshore who are looking for cover against UK IHT liabilities can present initial challenges, [...]
‘How do advisers address the complex needs of HNW clients?’ by Holly Hill published in Professional Adviser
In this article for Professional Adviser, Holly Hill explore how advisers can best serve the high net worth community and [...]
‘Land Succession for the NextGen: Land and Estate Disputes’ webinar with Paula Steele by ThoughtLeaders4
Webinar organised by Thought Leaders 4 Private Client. In this session, we explored strategies to safeguard a family’s legacy and [...]
Interview with Holly Hill for Citywealth
What does a typical day look like for you? I spend a lot of my days out and about in the [...]
‘Such is life’ by Paula Steele in STEP Journal
It has been ten years since the UK’s Retail Distribution Review (RDR) was implemented, which changed the landscape for life [...]
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine Gallery‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
‘Could life insurance be an effective solution in some circumstances for contentious trusts?’ by Jonathan Morris in ThoughtLeaders4 Private Client Magazine
Trusts serve to oversee and manage assets throughout an individual’s life and often intergenerationally, normally for tax planning or safeguarding [...]
‘The Crucial Role of Women in Private Client Industry Growth’ by Alex Gibson-Watt published in IFA Magazine
The theme of this year’s International Women’s Day was to ‘inspire inclusion.’ In today’s rapidly evolving business landscape, as an [...]
Interview with Alex Gibson-Watt for The Month Magazine
Tell us a little about yourself? I’m a mother of four (now very grown up) children and wife of a [...]