Ellis Bates Financial Advisers
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To download your free guide to Placing Assets into a Trust, please fill out your details below: "*" indicates required fields Name* Name Last Email* Hidden Which guide would you…
You can establish a trust or property protection trust during your lifetime or, through your Will, on your death. You can appoint trustees of your choice (this can include you…
Ensuring your legacy is managed according to your wishes long into the future Trusts separate assets’ legal ownership from their beneficial ownership. The legal owner holds the title and is…
How you invest in your 50s could significantly impact your quality of life in retirement. While there still is time to increase your retirement savings, a seemingly simple mistake could…
At Retirement – a financial adviser will help you understand crucial options As you reach retirement age, a financial adviser will explain all the options available to you including A…
Ensure your money works effectively to enjoy retirement on your own terms. How you invest in your 50s could significantly impact your quality of life in retirement. While there still…
Since 2015, individuals over the age of 55 with defined contribution (DC) pension pots have enjoyed full freedom to decide how to manage their pensions; purchasing an annuity (a guaranteed…
If you have not considered financial advice before, your 50s is the time to do so. Now is the time to check in on your Retirement resources Pensions and contributions …
There are ways to make withdrawing your retirement savings more tax-efficient, and it’s possible to spread your withdrawals over many years, which can be more efficient. Taking just one option…
Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in…
By taking the proactive step to draft a Will, you can protect your family from uncertainty and potential conflicts, ensuring that your legacy is preserved according to your exact intentions.…
By taking the proactive step to draft a Will, you can protect your family from uncertainty and potential conflicts, ensuring that your legacy is preserved according to your exact intentions.…