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
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. Find Your Local…
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…
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. Find…
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…
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. Find Your Local Adviser
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…