Back

Category

Ellisons Financial Planning

Insights

9th December 2020

Ellisons Financial Planning: Planning in uncertain times

In this insight, Matthew Douglas Limited, our joint venture partner in Ellisons Financial Planning, provide an overview on financial planning in an ever increasingly, uncertain year. Every industry…

Read more

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…

Read more

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,…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

17th August 2015

Ellisons Financial Planning: Why would you use an IFA?

Like all things in life, to achieve an objective it is important to have a plan. For most people, financial security and independence is a core ambition and…

Read more

Ellisons Financial Planning: Pension reforms, should I care?

The welfare state is in retreat; in April 2015 we had the biggest shake up of private pensions since the 1980’s; these reforms are controversial but may revolutionise…

Read more