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, 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...
by Dan Woodruff | Mar 23, 2018 | Business Owner, Financial planning, High Income, Managing another person's assets, Prudent saver, Receiving Inheritance, Retirement
WHY ISA SEASON IS IN APRIL, NOT MARCH Have you heard of ‘ISA season’? Every March, just before the end of the tax year, we read in the financial press about how you should ‘use your ISA allowance, or lose it’. This article explains the flaw in...
