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
Why reaching our 50s and 60s often brings retirement into sharper focus As we navigate life, reaching our 50s and 60s often brings retirement into sharper focus. This phase heralds…
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…
Download our free Guide to Planning and Preparing for Retirement As we navigate life, reaching our 50s and 60s often brings retirement into sharper focus. This phase heralds a…
Exploring strategies to secure your family’s financial future The amount of Inheritance Tax (IHT) paid by families has dramatically increased over the past decade, increasing from £3.1 billion in the…
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…
The amount of Inheritance Tax (IHT) paid by families has dramatically increased over the past decade, increasing from £3.1 billion in the 2012/13 tax year to £7.5 billion in the…
The Chancellor of the Exchequer, Rachel Reeves, delivered her maiden Autumn Budget Statement 2024 on Wednesday 30 October, alongside an updated economic forecast from the Office for Budget Responsibility. Three…
Chancellor Rachel Reeves delivered Labour’s first Budget since 2010 on 30 October, after the party’s return to power in July’s general election. She announced tax rises worth £40bn, commenting that…
Departure from previous rules where pensions were excluded from calculations In a significant shift announced by Chancellor Rachel Reeves, inherited pensions will become subject to Inheritance Tax (IHT) from April…
Divorce can be bewildering, especially when managing your finances. However, understanding your options can make the process more manageable. Financial concerns may not be your first thought during a marital…
Financial Advisor, 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 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 get in touch:…