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.

Personal tax planning

We will help you complete your tax return and minimise your personal tax liabilities by planning income and gains.

Pension & retirement

A pension is a long-term investment that helps you build up a pot of money to use for retirement.

Wealth management

Planning your finances for the future can be easy to put off. Our specialist team deliver tailored financial planning to suit you and your family.

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.

Personal protection

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.

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.

Personal tax planning for business owners

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.

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.

Landlords

There have been many changes to property tax over the last few years which affect landlords.

Financial planning for your familiy

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.

Related services

Business services

We can provide specialist accounting, taxation, assurance and business advice to enable your company to grow and maximise its potential.

Finances can be complicated.
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Contact us to find out how we can help you and your business.