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
Capital Gains Tax (CGT) is a form of taxation imposed on profits earned from the sale of certain types of assets. For a more detailed look at ways to minimise…
We cover many aspects of your financial health including retirement, pensions planning, investing, financial protection and inheritance tax planning. A good financial plan can deliver life-changing results. Independent research confirms…
Minimising or even avoiding capital gains tax (CGT) liabilities Getting advice early and planning ahead is imperative before you sell an asset Capital Gains Tax (CGT) is a form of…
1. Can you afford to retire yet? Once you’ve decided when the right time for you is, be sure to plan carefully to make the most of your retirement years.…
Financial Planner, Sara Guy, outlines the benefits of cashflow modelling and how it can calculate when you can retire, retirement saving options and how much you might need to retire.…
Do you have enough income to retire? Are you prepared for the life changes retirement will bring? Is this the right time to sell your business Is your timing right…
2023 Spring Budget on Pensions Jeremy Hunt delivered his first budget as Chancellor of the Exchequer on 15th March and announced the following changes to pension legislation. Pension Lifetime Allowance…
Financial Planner, Amy Burge, explains what pension drawdown and the lifetime pension allowance is and the pension planning services we offer. Find Your Local Adviser
Green pensions – does your employer offer pensions which are invested responsibly? Research has found that 83% of the UK workforce view climate change as an important issue, with 72%…
Kim Holding, Portfolio Manager, explains why sustainable investing is an important part of our investment philosophy. We spend time building our SRI portfolios by carefully considering various environmental and social…
Doing the right thing for the planet – Four in five looking to change jobs demand green pensions. When you first start paying into your employer’s pension, your contributions, along…
4 in 5 are not saving enough for an acceptable standard of living in retirement Less than 5% of low-paid workers are saving at a rate which would provide an…