You & your family
How we can help you and your family
Whatever stage of life you are at, we can provide tailored financial advice to your circumstances. Ellacotts can help you plan for the future and enable you to make the best decisions for you and your family.
Family financial planning
We can advise on tax and wealth planning strategies for you and your family, ensuring that you meet your financial goals and protect your wealth for future generations.
Inheritance & estate planning
Without planning, 40% of your estate could be lost to Inheritance Tax when you die. Fortunately, there are many ways to minimise this.
Landlords
There have been many changes to property tax over the last few years which affect landlords.
Pension & retirement
A pension is a long-term investment that helps you build up a pot of money to use for retirement.
Personal protection insurance
Personal protection protects you and your family should you die, suffer a critical illness or be unable to work due to long-term accident or illness.
Personal tax planning
We will help you complete your tax return and minimise your personal tax liabilities by planning income and gains.
Property & land transaction
Whether you are considering selling land, gifting assets or want to ensure the best possible tax position for your property, we can help.
Residence & domicile
Where you reside and your domicile will impact whether you pay any UK tax on your overseas income, gains and estate on death.
Tax planning
We can combine information we know about your personal situation and your business to develop tax efficient strategies that fit with your business and family life.
Contact us
Have a question or need to get in touch?
Our accreditations
We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.
Banbury
Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401
Birmingham
Kettering
2700 Kettering Parkway
Kettering Venture Park
Kettering
Northamptonshire
NN15 6XR
T: +44 (0)1536 646000
