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Financial Advice

Keeping you up to date with investment market insights and financial planning top tips

Benefits of a trust
560 315 Eleonore Bylo

Trusts can help you with: Protecting Assets Flexibility Tax Efficiencies Trusts terms: Settlor – the person setting up the trust Trustees – the people tasked with looking after the trust…

Creating a trust
150 150 Eleonore Bylo

Mark Chandler, Head of Estate Planning talks about trusts, what they are, when to establish one and what the benefits are.

What is a trust?
560 315 Eleonore Bylo

‘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…

Retirement vs Cost of Living Crisis
560 315 Eleonore Bylo

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…

Funding your retirement vs. the cost of living crisis
560 315 Eleonore Bylo

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…

Cost of living crisis
UK Cost of Living Crisis
560 315 Eleonore Bylo

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…

Financial Gifting
560 315 Eleonore Bylo

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…

Financial Gifts
150 150 Eleonore Bylo

We discuss what gifting is, what types of gifts there are and what is meant by potentially exempt transfers.

Lifetime Transfers
Lifetime Transfers
560 315 Eleonore Bylo

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…

Making a Will Checklist
560 315 Eleonore Bylo

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…

The Importance of a Will
150 150 Eleonore Bylo

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…

Where There’s a Will There’s a Gen Zer
560 315 Eleonore Bylo

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…

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