Ellis Bates Financial Advisers
Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips
What is an ISA? Individual Savings Accounts (ISAs) aim to encourage UK residents to plan for their financial future by saving and investing in a tax efficient way. ISAs are a type…
Don’t Miss the ISA Deadline 5th April 2024 Any unused ISA allowance will not be rolled over into the new tax year. On 6 April when the new tax year…
Personal tax planning should be at the top of your agenda as the end of the current tax year is not too far away. Taking action now may give you…
As expert Financial Advisors we are here to make the complex straight forward. We work with you to ensure you maximise all tax relief available and to look at all your…
As the financial year draws to a close the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April…
Not having an estate plan in place for your business risks undermining a lifetime of work Proper estate planning helps to provide for your loved ones, business partners and employees…
We are here to provide expert financial advice for business owners. Our business protection services include: Group protection Shareholder and co-shareholder insurance and protection Partnership protection Relevant life protection Key…
Preparing yourself, your family and your business for the future The operational demands of running a family business or other closely held enterprise can be all-consuming, but it’s vital that…
Start your estate and inheritance planning as early as possible and implement in stages The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted to approximately…
Tom’s approach to financial advice is to deliver the very best service for his clients, to fully understand your particular circumstances, to help you visualise your financial goals and then…
The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted to approximately £7.09 billion in 2022/23, compared with £6.05 billion in the previous financial year. …
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…