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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Tax planning

Libby Holding: Can estate planning help tackle care fees?

Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...

clock 21 January 2020 • 4 min read

Regulation

Ombudsman rejects complaints against British Steel trustees

The Pensions Ombudsman (TPO) has rejected a number of complaints from members of the embattled and collapsed British Steel Pension Scheme (BSPS).

clock 20 January 2020 • 1 min read

Regulation

FCA admits not holding central record of fund suspensions - reports

The Financial Conduct Authority (FCA) has told the FT that it does not keep a record of investment fund suspensions.

clock 20 January 2020 • 1 min read

Your profession

Three things your clients may call you about this week… SJP director Morrissey admits clients may not understand fees

The transparency of fees, 'star' managers potentially going out of favour and IHT law changes - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

clock 20 January 2020 • 2 min read

Your profession

Tom Ellis: Let's hope the platform market winds are changing

A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon

clock 17 January 2020 • 3 min read

Multi-Asset

Revealed: The multi-asset shortlists for the 2020 PA Awards

Professional Adviser is proud to announce the multi-asset shortlists for the 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.

clock 14 January 2020 • 5 min read

Investment

Laura Suter: The most unpopular part of the investment market is...

It’s unlikely that any end-of-year quizzes asked which part of the market was most unpopular with UK investors in 2019, writes Laura Suter, but it’s a pretty interesting answer...

clock 14 January 2020 • 3 min read

Investment

FCA begins ACD market probe - reports

The Financial Conduct Authority (FCA) has begun its investigation into the fund authorised corporate director (ACD) market with a site visit and questionnaire delivered to Smith & Williamson.

clock 13 January 2020 • 1 min read

Your profession

Three things your clients may call you about this week...

Share tips that are "worse than guessing", Waspi compensation and the state pension - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

clock 13 January 2020 • 2 min read

Markets

James Klempster: Inflation-proofing portfolios

In the decade or so following the global financial crisis, inflation in much - if not all - of the developed world has been very low indeed, writes James Klempster, who explores why inflation-proofing portfolios is so important...

clock 13 January 2020 • 6 min read
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