by Dan Woodruff | Jan 15, 2019 | Business Owner, Financial planning, Prudent saver, Woodruff Financial Planning
BREXIT AND INVESTMENTS As the date for exiting the European Union approaches on the 29th of March 2019, this article examines what might happen with your investments and Brexit. We cannot make predictions with investments and Brexit, but we can give you an idea of how...
by Dan Woodruff | Nov 28, 2018 | Retirement, Woodruff Financial Planning
OUR GUIDE TO PENSION LIFESTYLING Pension lifestyling aims to gradually reduce risks in your pension investments as you approach retirement age, and is a common feature of most pension schemes. You should read this article if you are 10 years away from your pension...
by Dan Woodruff | Oct 24, 2018 | Financial planning, Managing another person's assets, Woodruff Financial Planning
CHILDREN’S PERSONAL INJURY CLAIMS AT WOODRUFF FINANCIAL PLANNING Children’s personal injury claims can be daunting if they are not understood properly. This article explores the issues you need to consider when managing children’s personal injury...
by Dan Woodruff | Oct 10, 2018 | Financial planning, Woodruff Financial Planning
YOUR QUARTERLY VALUATION AT WOODRUFF FINANCIAL PLANNING All of our clients receive a regular valuation of their investment portfolio, which we call your quarterly valuation. This is a regular update of your investment performance, produced every three months in...
by Dan Woodruff | Apr 26, 2018 | Business Owner, Getting Divorced, High Income, Illness & personal injury, Managing another person's assets, Planning Your Inheritance, Professional connections, Prudent saver, Receiving Inheritance, Retirement
CONTINUING ACCOUNT OF A DECEASED INVESTOR Since April 2018 the rules have changed on how ISAs can be passed on to spouses and civil partners on death. The rules allow for a continuing account of a deceased investor (CADI). These changes improve the rules on Additional...
