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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Tax planning

Libby Holding: New rules on making wills using video-conferencing

Also applies retrospectively to 31 Jan

clock 29 July 2020 • 4 min read

Pensions

Commentators welcome timely WPC impact of freedoms inquiry

Fraudsters a 'scourge'

clock 29 July 2020 • 3 min read

Regulation

Nicky Morgan among trio to join FSCS board

Non-exec director

clock 29 July 2020 • 1 min read

Regulation

FCA sets out fresh best practice guidance for vulnerable customers

‘Ensure vulnerability is taken seriously’

clock 29 July 2020 • 2 min read

Your profession

Majority of advisers would continue a form of remote advice in 'new normal'

Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.

clock 28 July 2020 • 1 min read

Tax-efficient Investing

Matt Currie: Backing our SMEs to lead the post-Covid recovery

Clients can both help businesses in post-Covid economic recovery and make good returns, writes Martin Currie, who takes a look at the landscape for Venture Capital Trusts and Enterprise Investment Scheme investors

clock 28 July 2020 • 4 min read

Pensions

Work and Pensions Committee confirms inquiry into impact of pension freedoms

Scams under microscope first

clock 28 July 2020 • 3 min read

Investment

Advised women more likely to increase sustainable holdings - Boring Money

Clients of female financial advisers are more likely to want to increase their holding in sustainable funds over the next six months, Boring Money’s research has suggested.

clock 28 July 2020 • 1 min read

Your profession

SJP sees £4.5bn net inflows in first half of 2020 as FUM begins recovery

Paid £27.8m in FSCS levy

clock 28 July 2020 • 2 min read

Your profession

Melanie Goodman: Small tips to help your LinkedIn profile

Four tips

clock 27 July 2020 • 4 min read
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