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
Ensuring an equal division of all the assets within the matrimonial pot. The breakdown of a marriage is often referred to as one of the most traumatic and stressful events…
Putting a Lasting Power of Attorney in place whilst you have full capacity to make your own choices and decisions gives: Both you and your family clarity The ability to…
Estate Planning Specialist, Michelle Barker, discusses how a Lasting Power of Attorney can help you and your family. Find Your Local Adviser
Trusts can help you with: Protecting Assets Flexibility Tax Efficiencies Trusts terms: Settlor – the person setting up the trust Trustees – the people tasked with looking after the trust…
Mark Chandler, Head of Estate Planning talks about trusts, what they are, when to establish one and what the benefits are. Find Your Local Adviser
‘Ring-fencing’ assets to protect family wealth for future generations. You may want to consider putting some of your assets into a trust for a loved one. Trusts are a way…
Funding the retirement lifestyle you want vs the cost of living While it’s impossible to predict the future with complete certainty, there are a few things you can do to…
Carl Hasty, Financial Adviser at Ellis Bates discusses the funding your retirement vs. the cost of living crisis, what you should do with your pension contributions and the alternatives to…
Funding the retirement lifestyle you want vs the cost of living: time to get your retirement plans in motion! One of the most common concerns among those approaching retirement is…
The rule of seven when making financial gifts There are many ways you might be able to reduce (or even eliminate) a potential liability. But the longer you wait, the…
We discuss what gifting is, what types of gifts there are and what is meant by potentially exempt transfers. Find Your Local Adviser
Remember the seven-year rule An outright gift falls into one of two categories, depending on the type of gift and to whom it’s made. These categories are Potentially Exempt Transfers…