Download Guides
Welcome to our financial advice resources
Whether you are a private individual or a business owner, we offer a wide range of Guides and Fact Sheets on all aspects of financial advice from savings and investments to pensions, retirement and inheritance planning.
Current Affairs
2024 Autumn Statement: What It Could Mean For Your Finances
On 30 October, Chancellor of the Exchequer Rachel Reeves will deliver the Autumn Budget Statement 2024.
Quarterly Market Commentary
Welcome to our Quarterly Market Commentary for October 2024.
Welcome
Welcome to Ellis Bates
An overview of the financial services we provide and the way we will look after you and your family as an Ellis Bates client.
Investing
Quarterly Market Commentary
Quarterly Market Commentary October 2024.
Guide to Making the Most of Your Money
Our experienced, expert in-house investment team outline our investment philosophy, how we construct your investment portfolios and our core investment solutions.
Guide to Pre Year- End Tax Planning
Tax-savings actions to take before a deadline
Guide to Considering Risk
Understanding why it is so important to understand your attitude towards risk when you are investing your money
Guide to Investments
Our experienced, expert in-house investment team outline our investment philosophy, how we construct your investment portfolios and our core investment solutions.
Guide to Socially Responsible Investing
Where people, planet and profit can live together.
Pensions & Retirement
Mastering Financial Fitness in your 50s
Proactive financial planning and wealth management for a secure future.
Enhancing Pension Contributions for A Brighter Future
Maximise your pension savings each tax year.
Guide to Retirement Savings Options
Pensions, SIPPs, Bonds, Savings, ISAs, Property and Investing.
Guide to Making the Most of Your Pension
We help you to achieve your retirement goals by outlining how much you should be saving to get the best possible income in retirement.
Navigating the ins and outs of retirement
How to get your retirement plans in motion.
Guide to Pensions and Divorce
Navigating uncertainty, pension sharing orders and pension assets.
Estate Planning & Inheritance
Guide to Estate Planning & Protecting Your Family
The importance of making a Will, Trusts and Lasting Powers of Attorney, Gifting, Property Relief and Investment Relief
The importance of making a Will
Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in order, planning our legacy, and ensuring that our loved ones are well looked after.
Financial Planning for Business Owners
Factsheets for Business Owners
A selection of factsheets on key areas of financial advice for you and your employees including pensions, salary sacrifice, insurance and protection and employee benefits.
Benefits of a SIPP vs SASS in Business
We discuss the key differences difference between a Small Self-Administered
Scheme (SSAS) and a Self-Invested Personal Pension (SIPP).
Guide to Financial Advice for Business Owners
Helping you maximise the rewards of your efforts and success.