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
Estate Planning Specialist, Michelle Barker, explains how a Property Protection Trust can help your family and the benefits of putting one in place. Find Your Local Adviser
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.…
Head of pensions, Nigel Swan, outlines our pension planning services at Ellis Bates Financial Advisers. Find Your Local Adviser
If you are approaching retirement age, it’s important to know your pension is going to finance your future plans and provide the lifestyle you want once you stop working. Pension…
Checklist for Protecting your Family’s Finances Create an estate plan Estate planning isn’t only for the wealthy. There are various ways you can minimise Inheritance Tax like gifting or utilising…
Head of Estate Planning and Chartered Financial Planner, Mark Chandler, outlines our tax planning services including making a Will, trusts and probate. Find Your Local Adviser
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…