Ellis Bates Financial Advisers
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Start 2025 with a New Year’s wealth check A yearly financial check-up is vital to ensuring your money works as effectively as possible. The beginning of 2025 offers an ideal…
A yearly financial check-up is vital to ensuring your money works as effectively as possible. In our latest guide, we look at why the beginning of 2025 offers an ideal…
Actionable steps to ensure you’re progressing steadily toward financial stability and independence. We make countless choices on our unique journeys through life that shape our future financial security and independence.…
The perfect moment to take stock of your financial ambitions With 2025 underway, it’s the perfect time to assess your financial ambitions. Many of us enthusiastically set New Year’s resolutions,…
In our latest Guide to New Year Financial Strategies for a Brighter Future we take a look at your roadmap to financial success in 2025 and beyond. A new year…
Taking a proactive approach to clarify your current financial standing The start of a new year is the perfect opportunity to take a step back and thoroughly reassess your financial…
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…