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
Head of Estate Planning and Chartered Financial Planner, Mark Chandler, outlines our tax planning services and inheritance tax planning services including making a Will, trusts and probate.
Financial Protection No ‘one-size-fits-all’ protection solution Everyone should review their financial protection and estate plans. A solid plan will help you feel confident your family’s finances are secure. The uncertainty…
Tax Year End Checklist – Have you made use of your 2022/23 Allowances? ISA allowance: £20,000pa Junior ISA allowance: £9,000pa Pension annual allowance: £40,000*pa (*or 100% of your earning and…
Managing Director and Chartered Financial Planner, Michael Cope, discusses tax planning in retirement. For more information on our retirement planning services or our tax planning services, please get in touch.
Time for a tax health check? With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax…
What is asset allocation and diversification? Asset allocation involves diversifying your investments among different assets, such as equities, bonds, property and cash. Asset allocation may change depending on what works…
Retiring early can give you that change of lifestyle you’ve been craving, but requires some careful planning. Financial Adviser, Andy King, discusses how he helped a client by discovering that…
Worried about generating a retirement income? More over-50s returning to work amid cost of living crisis. Older workers have been leaving the jobs market in their droves over the past…
Are you feeling uncertain on the way forward to your retirement? We offer a range of retirement planning services, including a handy retirement calculator to see how much you need to…
Regional Manager and Financial Planner, Dax Bayley, shares how he enhanced someone’s life by using cashflow modelling to help them to retire earlier than they had planned.
Funding the lifestyle you want – get your retirement plans in motion One of the most common concerns among those approaching retirement is whether they will have enough money to last…
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…