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
Financial Planner, Amy Burge, explains what pension drawdown and the lifetime pension allowance is and the pension planning services we offer.
How will the Spring Budget impact pensions? Jeremy Hunt delivered his first budget as Chancellor of the Exchequer on 15th March, announcing key changes to pension legislation for the 2023/24…
Green pensions – does your employer offer pensions which are invested responsibly? Research has found that 83% of the UK workforce view climate change as an important issue, with 72%…
Kim Holding, Portfolio Manager, explains why sustainable investing is an important part of our investment philosophy. We spend time building our SRI portfolios by carefully considering various environmental and social…
Doing the right thing for the planet – Four in five looking to change jobs demand green pensions. When you first start paying into your employer’s pension, your contributions, along…
4 in 5 are not saving enough for an acceptable standard of living in retirement Less than 5% of low-paid workers are saving at a rate which would provide an…
Independent Financial Adviser, Carl Hasty, outlines how you can prepare for your retirement including locating lost pensions, considering other income sources and calculating how much you anticipate spending in retirement…
Four in five workers (16 million people) are not saving at levels which are likely to deliver an acceptable standard of living in retirement, according to research[1] – these numbers…
There are several benefits to putting a Property Protection Trust in place. It allows you and your partner to own 50% of your property each, so when one of you…
Estate Planning Specialist, Michelle Barker, explains how a Property Protection Trust can help your family and the benefits of putting one in place.
You can establish a trust during your lifetime 0r; through your will, on your death. You can appoint trustees of your choice (this can include you and your spouse during…
Pension myths vs facts: Can your pension provide the lifestyle you want? We have the answers to some of the myths around pensions so that you can maximise your retirement.…