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
The past few decades have witnessed significant transformations in retirement planning. The security of a fixed income from a final salary pension is now a rarity, and eligibility for the…
People who are confident about their retirement are most likely to have specific retirement goals and know what steps they need to take to reach them. But sadly, we see…
Time to kickstart your retirement plans? Retirement signifies a well-deserved achievement, a significant turning point in life. It should be a period of anticipation and joy, an opportunity to indulge…
Plan for Inheritance Tax Whenever someone dies, the value of their estate may become liable for Inheritance Tax. If you are domiciled in the UK, your estate includes everything you…
You may well want to pass your estate onto your children when you die, but unless you make suitable plans your children will pay 40% inheritance tax (IHT) in the…
What is the importance of estate planning? Estate planning is about more than just tax. It is about making sure the people left behind are financially supported, that your assets…
Global Temperatures and the Energy Gap The summer of 2022 will be etched in the memories of many, marking the first time in the UK’s history when temperatures reached 40°C…
Sustainable investing is growing ever more popular due to the impact of climate change. Financial Advisor, Gary Davies, outlines the growing popularity and availability of investing in green pension funds.…
Investing in combatting global warming and the energy gap With notable progress in renewable energy, coupled with the growing demand for sustainable solutions, this creates an attractive landscape for investment.…
Untangling your finances and navigating the financial aspects of divorce Divorce is a complex process that often comes with various financial considerations, and preparing for a divorce is undoubtedly challenging,…
Dawn is experienced in advising elderly clients and their families, particularly on long-term care and equity release. She believes in involving families in financial planning to make the best long-term…
We understand the complexities of divorce and finances and are here to help you make informed decisions. If you’d like more information on Pensions and divorce, please download our free…