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...
by Dan Woodruff | Feb 21, 2018 | Business Owner, High Income, Managing another person's assets, Prudent saver, Retirement
4 EXPERT STRATEGIES FOR TAX-FREE PENSION WITHDRAWALS If you want to access your flexible pensions for capital or income you should think carefully about how to access your money. This article explores 4 strategies to get tax-free pension withdrawals, and also 2...
by Dan Woodruff | Feb 6, 2018 | Business Owner, Financial planning, Getting Divorced, High Income, Illness & personal injury, Managing another person's assets, Professional connections, Prudent saver, Receiving Inheritance, Retirement
STOCK MARKET CORRECTIONS Today, the media has been full of news of a dramatic fall in stock markets around the world with one measure of the US S&P 500 stock market falling by 4.6% in one day. The drama could lead you to believe that you should start selling your...
by Dan Woodruff | Jan 22, 2018 | Business Owner, Getting Divorced, High Income, Illness & personal injury, Managing another person's assets, Prudent saver, Receiving Inheritance, Retirement
CARILLION & INVESTMENT DIVERSIFICATION Recent press have been full of stories about the collapse of Carillion, and the wider effects of the company’s liquidation. This article explores how investors could be exposed to individual companies, like Carillion,...
by Dan Woodruff | Nov 2, 2016 | Business Owner, High Income, Retirement
PENSION WITHDRAWALS - 12 CRUCIAL CONSIDERATIONS Before you take any pension withdrawals, read this article. You have been saving for years, and it is your money, so why shouldn’t you withdraw money from your pension? We examine 12 crucial considerations to think...
