Wealth Management and Financial Services

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The Ellis & Co financial advisory and planning division was established to provide that important connection between a client's business financial position and that of his/her personal financial circumstances. 

With a number of proposed legislative changes affecting businesses in the coming months and years it is important clients are well placed to maximise their investments.

Ellis & Co offer independent advice on a range of contemporary financial matters:

  • Company pension schemes
  • Critical illness cover
  • Health & Key Person Insurance
  • Investment portfolio management
  • Life Insurance
  • Mortgages
  • Personal pension planning
  • Retirement and long-term health planning
  • School fee plans
  • Shareholder and partnership¬† protection
  • IHT Planning
  • Employee Benefits

You & Your Family

Implications of Acquisition & Disposal of Property

The majority of acquisitions and disposals of property are taxable in some way - subject to reliefs or exemptions in some instances.

Some of the frequent issues arising are:

  • What will my tax liability be?
  • What should I do about capital allowances?
  • What is the value of the property I am gifting or placing into trust?
  • The person or company I am making the disposal to is connected to me. What should I do?

If you have any query related to these or any of the following, speak to our Tax Manager Peter Way-Rider:

  • Tax on legacies and bequests
  • Trust funds
  • Providing for your children in the most tax efficient way
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