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
Mark Chandler, Head of Estate Planning talks about trusts, what they are, when to establish one and what the benefits are.
‘Ring-fencing’ assets to protect family wealth for future generations. You may want to consider putting some of your assets into a trust for a loved one. Trusts are a way…
Funding the retirement lifestyle you want vs the cost of living While it’s impossible to predict the future with complete certainty, there are a few things you can do to…
Carl Hasty, Financial Adviser at Ellis Bates discusses the funding your retirement vs. the cost of living crisis, what you should do with your pension contributions and the alternatives to…
Funding the retirement lifestyle you want vs the cost of living: time to get your retirement plans in motion! One of the most common concerns among those approaching retirement is…
The rule of seven when making financial gifts There are many ways you might be able to reduce (or even eliminate) a potential liability. But the longer you wait, the…
We discuss what gifting is, what types of gifts there are and what is meant by potentially exempt transfers.
Remember the seven-year rule An outright gift falls into one of two categories, depending on the type of gift and to whom it’s made. These categories are Potentially Exempt Transfers…
Information to get started Basic information about your loved ones A general sense of your assets and debts People to talk to Executor(s) Guardian(s) Questions to ask yourself when making…
A staggering 3 in 5 UK adults do not have a valid Will in place, which is 60% of the adult UK population. Making a Will is an important part…
Making a Will: 20% of 18-24-year-olds emerge as Will makers As many as a fifth (20%) of young Gen Z adults aged 18 to 24 say they have already made…
How to Create an Estate Plan Make a Will Set up lasting power of attorney Keep below the inheritance tax threshold Give assets away Give assets away that are free…