At the beginning of this year Karen was approached by Private Client Adviser magazine and asked to write on the challenging topic of how professional advisers need to weigh up short term gains against any long-term consequences when investing for the elderly.

One of Karens key points is that “the ideal solution is an investment that does what it needs to do, and no more – and costs what it needs to, and no more”

For the past sixteen years, Private Client Adviser (formerly Elderly Client Adviser) has led the way in providing up-to-the-minute advice and best-practice guidance to its subscribers who are predominantly solicitors working in the field of Private Client law.    

Read the article here Balancing Act – Private Client Adviser April 2011