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
Most people’s estates are assessed for IHT on death, but the tax can also be chargeable and payable during your lifetime on the transfer of assets, particularly transfers into some…
Owning a residence which you leave to direct descendants. The introduction of the ‘residence nil-rate band’ (RNRB) has made it easier for some individuals to pass on the family home.…
Ellis Bates Q&A Webinar Market Volatility & Your Investments As world events continue to affect the investment markets, we recently held an open Q&A session for all Ellis Bates clients…
Since 1980 our experience has helped our clients to keep and grow their money, as well as make sensible decisions for your future. Whether you are new to investments or…
With the current volatile market we are seeing for the first time in many years, now may be the time to review your investment goals and timescales. Whether you’re investing…
Why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly…
Staying on track to achieving specific financial goals All of your financial decisions and activities have an effect on your financial health. To help improve your financial health during this…
Women are being urged to think about their long term savings Women are still behind men when it comes to retirement savings, which is why they need to consider the…
A more popular and increasingly common option many are considering. Giving up the 9-to-5 doesn’t necessarily mean stopping work. But retirement planning has taken on an entirely new dimension as…
Time to review your financial plans with a financial check-up? If you are aiming to retire within the next five years, it’s time to get into the mindset of considering…
Planning your future has arguably never been more important. 10 tips to enjoy the retirement you want Review your spending habits and consider if you have the scope to save…
Make full use of your relevant tax planning opportunities With the tax year end (5 April) on the horizon, taking action now may give you the opportunity to take advantage…