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
Information to get started Basic information about your loved ones A general sense of your assets and debts People to talk to Executor(s) Guardian(s) Questions to ask yourself when making…
A staggering 3 in 5 UK adults do not have a valid Will in place, which is 60% of the adult UK population. Making a Will is an important part…
Making a Will: 20% of 18-24-year-olds emerge as Will makers As many as a fifth (20%) of young Gen Z adults aged 18 to 24 say they have already made…
How to Create an Estate Plan Make a Will Set up lasting power of attorney Keep below the inheritance tax threshold Give assets away Give assets away that are free…
Estate planning is about more than just tax. It is about making sure the people left behind are financially supported, that your assets are protected and that the tax your estate…
Passing assets to the next generation If you thought Inheritance Tax was just for extremely wealthy people to worry about, think again. Rising property prices have meant more estates than…
The industries that have the largest gender pension gap 59% Healthcare 51% Construction 48% Real estate/property development 46% Pharmaceutical 46% Aerospace, defence and government services 45% Senior care Find Your…
Financial Planner, Carol Lammy-Steele, discusses why women are less likely to seek financial support from a Financial Adviser. Find Your Local Adviser
Women’s pensions at retirement are half the size of men’s The gender pensions gap is the difference in the average amount of money that men and women have saved for…
Pension Allowance The maximum amount of contributions on which a member can claim tax relief in any tax year is the greater of: the ‘basic amount’ – currently £3600 gross,…
Managing Director and Chartered Financial Planner, Michael Cope, discusses tax planning in retirement. Find Your Local Adviser
Last week Jeremy Hunt unveiled his Autumn Statement aimed at tackling inflation and stabilising UK finances. The Chancellor detailed issues such as tax, government spending and energy as part of…