Louise Morris was asked to contribute to the Dec 2011 issue of So Tunbridge Wells in which she discusses how the cost of care fees can impact upon us all in some way. Complex and expensive financial planning might appeal to some, but for most of us there is a desire to keep things simple and cost effective.

Read the article here  Care Fees Planning

Karen was asked by The Society of Trust and Estate Planners to write an article looking at the challenges of investment strategies for clients whose finances are controlled by the Court of Protection.

The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body for practitioners in the fields of trusts and estates, executorship and related issues. STEP is a global organisation – a leading professional network of over 16,500 members spanning 79 countries in common and civil law jurisdictions.

Read the Article here Karen Vidler – CoP Investment

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

Planning for Later Life was a supplement produced by Index Magazine who approached Karen due to her experience and reputation within this field of financial planning.

This article looked at funding for later life care and the levels of support that one can expect from the local authorities.

Read the article here What you’ll need to pay for

So Tunbridge Well magazine launched its Business Section in Jan 2011 and Karen was asked to write an introduction as its inagrual Guest Editor.  View Guest Editorial 

She was also asked to write a commentary on current investment themes and to give her opinion on prospects for a healthy economy during 2011.  View Investment Commentary

Having spent a lifetime in pursuit of capital accumulation, the prospect of erosion of one’s capital, for those at older ages, is a real shock to the system.

Karen was asked to comment on simple investment strategies and to give some simple straightforward tips on preparing for retirement and later life care

View article Funding for Later Life Care

For the past sixteen years, Elderly Client Adviser, now relaunched as Private 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.

Richard was asked to comment on the role of female IFAs. Only about 5% of IFAs are female, but AV Trinity are fortunate that half of its advisory team and directors are female.

The Role of the Female Adviser - Article by Richard Randall, requested by Elderly Client Adviser magazine.