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 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:…
Entering your 50s is not just another chapter in your life; it’s a profound and exciting phase in your financial journey. By this time, life may have settled into a…
Thoughts of winding down or retiring might be dancing on the horizon. This is why it’s a pivotal moment to take a comprehensive look at your financial situation and ensure…
Professional financial review Receiving regular professional financial reviews in your 50s is an essential step towards securing your financial future. Professional financial advice offers a comprehensive assessment of your…
Navigating potential slowdowns and corrections as investors grapple with mixed signals from economic indicators The previous quarter has revealed a complex tapestry of global market dynamics, underscored by a notable…
Welcome to our Quarterly Market Commentary In this market commentary over the previous quarter, global equities took a sizeable downturn in August. Investors and market analysts have been looking to…
Quarterly Market Commentary October 2024 Investors reassess positions amidst high valuations and potential corrections in stock prices. Looking back over the last quarter, global equities faced a notable downturn in…