Ellis Bates Financial Advisers
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Pension Allowance The maximum amount of contributions on which a member can claim tax relief in any tax year is the greater of: the ‘basic amount’ – currently £3600 gross,…
Managing Director and Chartered Financial Planner, Michael Cope, discusses tax planning in retirement. Find Your Local Adviser
Last week Jeremy Hunt unveiled his Autumn Statement aimed at tackling inflation and stabilising UK finances. The Chancellor detailed issues such as tax, government spending and energy as part of…
Choosing to go green on our pension investments could have a far greater impact on the environment than we may have thought. The positive news is that almost three quarters…
This video looks at the Sustainable Development Goals that fall within the environmental category. This is concerned with the conservation of the natural world, as well as a companies energy…
Time to consider a healthier approach to retirement? Pension schemes have a critical role to play in the transition to a net zero economy, with many schemes already assessing the…
COP27 Goals and Vision Mitigation We must unite to limit global warming to well below 2c and work hard to keep the 1.5c target alive. Adaption We must ensure that…
We discuss The United Nations 17 Sustainable Development Goals and how we align our investment portfolios to one or more of these, whilst breaking these down into environmental issues, social…
By Kim Holding, Portfolio Manager On 6 November, the 27th Conference of the Parties (the name given to the United Nations’ annual climate change conferences) began. Hosted this year by…
The average age of divorce is now 47 for a man and 44 for a woman One in seven (15%) didn’t realise their pension could be impacted by getting divorced…
Financial Adviser, Carol Lammy-Steele explains how she helped to enhance a client’s life by providing help and support to someone going through a divorce. Find Your Local Adviser
We are delighted to confirm that Ellis Bates Financial Advisers have been included within FT Adviser’s Top 100 Financial Advisers again. The judging criteria is based on a number of…