Ellis Bates Financial Advisers
Keeping you up to date with investment market insights and financial planning top tips
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…
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. 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 Ensure you are eligible to receive the full state pension by April 2023 Consider buying extra National Insurance Contributions. The standard cost for a…
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…
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)…
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 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…
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…
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…
Estate Planning Specialist, Michelle Barker, discusses how a Lasting Power of Attorney can help you and your family.
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…
