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Ellisons Financial Planning

21st June 2018

A period of rapid growth and success

Ellisons held its AGM in May, giving the management team a chance to communicate the firm’s recent successes including growth in terms of income, and the numbers of…

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5th May 2017

Divorce and finance – working out the best solution for you

Associate solicitor Lisa Dawson discusses with independent financial adviser Mark Norman, from Ellisons Financial Planning how their service can help those going through divorce. Watch this video to…

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26th April 2017

Is your Trust struggling to perform?

With a lot of trusts struggling to produce an income at the moment for their life tenants, Private Client solicitor Imogen Dodd discusses with Ellisons Financial Planning adviser,…

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25th April 2017

Investment and Inheritance Planning

Imogen Dodd and Mark Norman discuss how they can assist with inheritance tax planning. If you would like advice on any of the legal and financial planning points…

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20th April 2017

Discussing finance and a more complicated Will

Rather than sticking with a simplistic Will, Private Client solicitor Imogen Dodd sets out to Independent Financial advisor Mark Norman what she has already helped a client put…

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18th April 2017

Inheritance Planning Options

In the following video Private Client Solicitor Imogen Dodd discusses with Independent Financial Advisor Mark Norman how they can help a client with their inheritance tax options. Inheritance…

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10th February 2017

Lasting Powers Of Attorney

Having Lasting Powers of Attorney (“LPAs”) are becoming increasingly important. With an LPA, you are giving your Attorney(s) legal authority to act on your behalf in relation to…

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20th January 2017

Inheritance Tax

Inheritance tax (IHT) is a tax on the value of a person’s estate on death and on certain lifetime gifts. This article focusses on IHT when someone dies…

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26th February 2016

Investments: Should You Cut Your Losses and Run?

We are two months in to 2016 and it already feels like we have a years worth of market activity to talk about. Reading the papers and watching…

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17th August 2015

Ellisons Financial Planning: Smash and grab on the wealth creators

Last month’s summer budget was always going to be the Chancellor’s best opportunity to raise tax in an effort to reduce the budget deficit; despite a declared commitment…

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