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ellarosefinancial.com
About Us
About Us
Client Charter
Services
Contact
Our Partners
Resources
Privacy Notice
Client Portal
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Autumn Budget 2024 - Planning considerations for farmers, business owners and families alike.
Ella Davies 15/12/2024 Ella Davies 15/12/2024

Autumn Budget 2024 - Planning considerations for farmers, business owners and families alike.

In our first podcast episode, I’m joined by Katie McCann of Lowry Legal and Chris Hopkinson of Sentinel Risk for a lively discussion packed with valuable insights for business owners, professionals, and families navigating the post-Autumn Budget landscape.

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Revisiting Wealth Planning: IHT on Pensions and Business Property Relief Post-Budget
Ella Davies 26/11/2024 Ella Davies 26/11/2024

Revisiting Wealth Planning: IHT on Pensions and Business Property Relief Post-Budget

 The 2024 Autumn Budget introduced sweeping changes to inheritance tax (IHT) rules for pensions and business property relief (BPR), reshaping how families can pass on wealth to future generations. These reforms demand a fresh look at estate and succession planning to avoid unnecessary tax burdens. 

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Ella Rose Financial Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Ella Rose Financial Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 991923.

Ella Rose Financial Ltd is registered in England and Wales under company number 14537265. Registered office: 33 Finchley Road, Hale, Altrincham, England, WA15 9RE.

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