by Dan Woodruff | Mar 9, 2021 | Business Owner, Financial planning, Getting Divorced, High Income, Illness & personal injury, Managing another person's assets, Planning Your Inheritance, Prudent saver, Receiving Inheritance, Retirement
BUDGET 2021 – WHAT IT MEANS FOR YOUR FINANCES This article explores the major changes announced in the Budget of 3rd March 2021, and in particular the effect on your personal finances. This article refers to the position in England & Wales. Click the video... 
by Dan Woodruff | Jun 2, 2020 | Business Owner, Financial planning, Getting Divorced, High Income, Illness & personal injury, Managing another person's assets, Planning Your Inheritance, Professional connections, Prudent saver, Receiving Inheritance, Retirement
Investing Money – how to invest Investing money can be daunting for beginners. This article explores how to invest your money, from basic concepts to professional, expert tips on investing. Who should read this article? This article will be useful if you are... 
by Dan Woodruff | Apr 2, 2020 | Business Owner, Financial planning, Getting Divorced, High Income, Illness & personal injury, Managing another person's assets, Planning Your Inheritance, Professional connections, Prudent saver, Receiving Inheritance, Retirement
DEALING WITH A FINANCIAL CRISIS The recent Coronavirus pandemic has left us all feeling financially vulnerable, no matter what our situation. This article aims to provide some practical support with how to deal with a financial emergency. We take you through... 
by Dan Woodruff | May 21, 2019 | Business Owner, Financial planning, Getting Divorced, High Income, Illness & personal injury, Managing another person's assets, Planning Your Inheritance, Professional connections, Prudent saver, Receiving Inheritance, Retirement
Your Emergency Fund An emergency fund is a pot of money you should have available for use if an unexpected bill comes your way. This is one of the most important elements of your financial planning. Everyone should have an emergency fund, but most people do not have... 
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... 
by Dan Woodruff | Mar 23, 2018 | Business Owner, Financial planning, High Income, Managing another person's assets, Planning Your Inheritance, 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... 