01206 919101 advice@woodruff-fp.co.uk
  • Facebook
  • Twitter
  • RSS
  • Facebook
  • Twitter
  • RSS
  • >
  • START HERE
    • WHICH BEST DESCRIBES YOU?
    • Receiving inheritance
    • Retirement
    • High Income
    • Prudent saver
    • Illness & injury
    • Getting divorced
    • Managing another person’s assets
    • Business owner
    • Planning Your Inheritance
  • HELPING YOU Prosper
    • Helping you Prosper
    • Our investment philosophy
    • Investment Performance
    • Mini Guides
    • Client Testimonials
  • PROFESSIONALS
  • LATEST ARTICLES
  • ABOUT US
    • Meet the Team
    • Awards
    • Our Story
    • Book
    • Company Values
    • Making a Difference
    • Client Testimonials
  • CONTACT
    • Contact us
    • Client Login
Select Page
Emergency fund – savings for unexpected costs

Emergency fund – savings for unexpected costs

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...
Probate Fees Increase 2019

Probate Fees Increase 2019

by Dan Woodruff | Apr 9, 2019 | Managing another person's assets, Planning Your Inheritance, Receiving Inheritance

PROBATE FEES INCREASE 2019 The UK Government has announced that probate fees will be reviewed as part of an overhaul of court fees, reversing their previous commitment to switch probate fees from a flat fee to a banded approach. Changes were due to take place in April...
Logging Inheritance Tax Gifts

Logging Inheritance Tax Gifts

by Dan Woodruff | Mar 20, 2019 | Managing another person's assets, Planning Your Inheritance, Receiving Inheritance

LOGGING INHERITANCE TAX GIFTS One of the best ways to reduce your inheritance tax liability is to make gifts during your lifetime. This article explores how to document these transactions by logging inheritance tax gifts as you go. Ultimately, this will save a lot of...
Continuing Account of a Deceased Investor (CADI)

Continuing Account of a Deceased Investor (CADI)

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...
ISA season

ISA season

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...
Trusts Registration Service

Trusts Registration Service

by Dan Woodruff | Mar 7, 2018 | Illness & personal injury, Managing another person's assets

TRUSTS REGISTRATION SERVICE The Trusts Registration Service is a recent initiative from HMRC, which requires attention from all trustees. The current rules mean that all UK trusts which declare tax to HMRC are required to register using this service. New changes have...
« Older Entries

Recent Articles

  • Finalists at the Business Excellence Awards Essex
  • Emergency fund – savings for unexpected costs
  • The Safe Withdrawal Rate in Retirement
  • Probate Fees Increase 2019
  • Logging Inheritance Tax Gifts
  • Home
  • Start here
  • Helping you Prosper
  • About Us
  • Terms
  • Privacy policy
  • Professional Connections
  • Client Login
  • Contact us
  • Facebook
  • Twitter
  • RSS
Woodruff Financial Planning Limited, Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex, CO4 5WR Phone: 01206 919101 Registered in England and Wales number: 10374052 Authorised and regulated by the Financial Conduct Authority. By viewing this site, you are deemed to accept our site conditions of use in full. This site is for information only, and does not constitute financial advice. All investment carries risk to your capital, and your money or income can fall as well as rise. This site is aimed at United Kingdom residents only. © Woodruff Financial Planning Limited. No unauthorised reproduction is permitted without prior consent.
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkRead our Privacy Policy