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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Baillie Gifford's income fund: It's important to be invested in growth businesses

Investment

Baillie Gifford's income fund: It's important to be invested in growth businesses

UK dividends dropped 40% in 2020

clock 02 September 2021 • 2 min read
Schroders Personal Wealth opens Leeds office as expansion continues

Your profession

Schroders Personal Wealth opens Leeds office as expansion continues

Birmingham office to open soon

clock 01 September 2021 • 1 min read
Adviser to compensate client after LTA mix up

Regulation

Adviser to compensate client after LTA mix up

Firm disagreed with client responsibility exemption

clock 31 August 2021 • 3 min read
Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Your profession

Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Eight IFAs

clock 27 August 2021 • 2 min read
SJP to pay clients' CGT bill in compensation for unsuitable advice

Regulation

SJP to pay clients' CGT bill in compensation for unsuitable advice

Invested £600,000 in offshore bonds

clock 24 August 2021 • 2 min read
Holly Mackay: Why the John Lewis/Nutmeg tie-up is so intriguing

Your profession

Holly Mackay: Why the John Lewis/Nutmeg tie-up is so intriguing

Distribution and democratisation

clock 24 August 2021 • 3 min read
Neil MacGillivray: The CTF and Junior ISA subscription limit quirk

Tax planning

Neil MacGillivray: The CTF and Junior ISA subscription limit quirk

'Quirk in the rules'

clock 23 August 2021 • 3 min read
DB schemes are more flexible than members think - LCP

Pensions

DB schemes are more flexible than members think - LCP

PIEs and BPOs

clock 23 August 2021 • 2 min read
IHT receipts up £500m from April to July

Tax planning

IHT receipts up £500m from April to July

£2.1bn

clock 20 August 2021 • 2 min read
Tim Sargisson: Why Sandringham got into bed with M&G

Your profession

Tim Sargisson: Why Sandringham got into bed with M&G

'Will continue as IFAs'

clock 20 August 2021 • 3 min read
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FCA's retirement income review spurring advisers to adopt cashflow modelling

25 November 2024 • 3 min read
02

Barclays fined £40m over 2008 capital raising conduct

25 November 2024 • 2 min read
03

Advisers call for new products to tackle retirement planning challenges

25 November 2024 • 3 min read
04

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
05

MKC Wealth makes double IFA acquisition

25 November 2024 • 2 min read