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
Preserving your wealth and transferring it effectively. Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making…
Over six million adults refuse to discuss their will with loved ones. Making a Will is very important if you care what happens to your money and your belongings after…
Make the most of your valuable allowances, reliefs and exemptions Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5…
How do you leave a legacy which serves your family’s best interests? Will you be one of the thousands of households in Britain that will have to pay Inheritance Tax?…
Out of adversity comes opportunity Under new Prime Minister Boris Johnson, the Government has toughened its stance on a no-deal Brexit, which it has said is ‘now a very real…
Taking the reins and having more control over your pension pot. Saving for retirement is one of our greatest financial priorities, especially as life expectancy is growing and retirements are…
The 6 things you need to consider to help preserve your wealth. Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that…
Wait for the bad weather to pass and stay the course. Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets…
Welcome to our Guide to Life Insurance Protection. It’s not easy to think about how you would secure your family’s future if you were no longer around. Understandably, we would…
Pooling money in one or more types of asset class Collective investment schemes – also known as ‘pooled investment funds’ – are a way of combining sums of money from…
Breach may impact on more than a million workers An estimated 1.25 million people are set to breach the current lifetime allowance (LTA) limit of £1.055 million for pension tax…
Making decisions on your behalf during your lifetime A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions…