Resources
Welcome to the Ella Rose Financial Resources Centre, where we share useful insights, practical guidance and expert knowledge to help you make sense of your finances.
From pensions and retirement planning to investments, tax and protecting your wealth, our articles are designed to make financial matters easier to understand.
Scroll down to explore our collection of articles, organised by topic to help you find the information most relevant to you.
Simply browse the categories below and discover insights to help you feel more confident about your financial future.
Please note: The information provided is for general guidance only and does not constitute personal financial advice. For advice tailored to your individual circumstances, please get in touch with one of our financial planning experts.
Categories: Retirement / Inheritance Tax / Business Owner / Insurance / Investments
Why Wills Are a Core Part of Sound Financial Planning
The recent, tragic news that Liam Payne, former member of One Direction, passed away without a will is not only deeply sad — it also highlights the importance of proactive estate planning, particularly for individuals with children or complex financial affairs
Baby Boomers: Navigating Wealth Transfer for Future Generations
With an estimated £5.5 trillion set to be transferred to younger generations in the UK by 2050, planning for this transition is crucial.