Paula Steele

Spear’s Review

Paula Steele is a broking director at John Lamb Hill Oldridge, with a focus on inheritance planning for landed estates, life assurance and later-life planning.

‘We take out significant life insurance programmes for estates to enable clients to pay their inheritance tax. Let’s assume that you have an estate in which you’ve got £50 million of assets you’re going to have to pay tax on. It’s a £20 million liability that will be triggered on your death. You can give the assets away, or take out insurance that will trigger on your death or the death of your spouse,’ she tells Spear’s.

With more than 40 years of experience, Steele is a prominent figure in the UK financial advice industry, and regularly contributes to the media.