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Financial Advice

Keeping you up to date with investment market insights and financial planning top tips

IHT Receipts
560 315 Eleonore Bylo

IHT receipts totalled £5.3 billion between April and December 2022, £0.7bn more than in the same period the previous year Due to rising property prices more of us are falling…

Inheritance Tax Planning Services
150 150 Eleonore Bylo

Head of Estate Planning, Mark Chandler, discusses the services that Ellis Bates offer around Inheritance Tax planning services and making a Will. For more information, please get in touch.

Inheritance Tax Receipts Reach £6.1 bn
560 315 Eleonore Bylo

Inheritance tax receipts reach £6.1 bn. What if I could make my wealth more tax-efficient? We all want to leave a legacy and make sure the ones we care about…

10% State Pension Increase April 2023
560 315 Eleonore Bylo

10% State Pension Increase April 2023 Ensure you are eligible to receive the full state pension by April 2023 Consider buying extra National Insurance Contributions. The standard cost for a…

Make the most of the State Pension Increase
150 150 Eleonore Bylo

Chartered Financial Planner, Colin Welsh, discusses the increase to the State Pension, why it is an important part of retirement planning and how you can check what you are entitled…

State Pension Increase 2023
560 315 Eleonore Bylo

Make the most of the State Pension increase in 2023, consider buying top up National Insurance Contributions Now more than ever, it is important to check your National Insurance (NI)…

Divorce and my Pension
560 315 Eleonore Bylo

The UK currently holds £15.2 trillion pounds in household wealth Private pensions represent the biggest single component of this wealth – at around 42% of the total (£6.4 trillion) Agreeing…

Divorce and Finances
150 150 Eleonore Bylo

Divorce is often referred to as one of the most traumatic and stressful events anyone can go through, and it can also be a costly experience. Financial Planner, Carol Lammy-Steele…

A male looking sad when thinking about his pensions and divorce
Divorce and Pensions
560 315 Eleonore Bylo

Ensuring an equal division of all the assets within the matrimonial pot. The breakdown of a marriage is often referred to as one of the most traumatic and stressful events…

What does Lasting Power of Attorney mean
560 315 Eleonore Bylo

Putting a Lasting Power of Attorney in place whilst you have full capacity to make your own choices and decisions gives: Both you and your family clarity The ability to…

LPAs
150 150 Eleonore Bylo

Estate Planning Specialist, Michelle Barker, discusses how a Lasting Power of Attorney can help you and your family.

What is a Lasting Power of Attorney
560 315 Eleonore Bylo

Allowing someone to make decisions for you, or act on your behalf A Lasting Power of Attorney (LPA) enables individuals to take control of decisions that affect them, even in…

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