Category: Hot Topics
Top Planning Tips Heading into 2023
Whilst investment markets have to react to policy maker decisions, and to unforeseen events such as pandemics and war, the planning side of what we do is often subject to significant change as well. Overall we thought it was worth a start of the year walk through, to cover off…
Ashley Brooks
20th January, 2023
2022 has been quite a unique year! It’s December and the World Cup is in full flow. The Germans are out at the first hurdle for the second consecutive time, and England look to have momentum. In financial markets interest rates are rising to combat the highest levels of inflation…
Ashley Brooks
2nd December, 2022
Business Update – Where we are Heading, Part 2
It is incredible to think that our business is progressing towards its 50th birthday. The world has shifted a lot across that period, and although right now it feels as uncertain a place as at any other time, generally speaking the speed of change has accelerated across the last 50…
Ashley Brooks
19th August, 2022
Some Top Planning Tips that People Don’t Talk About
Part of the magic of Financial Planning is the interaction between tax benefits and investment returns. The investment part is crucial over the longer term, but the tax part can provide additional benefits which can add up to 45% additional return on parts of your portfolio in certain circumstances. This…
DB Wood Team
20th May, 2022
I’m 28, so why do I care about Financial Planning?…
It’s a fair question, and one that many people around my age ask themselves. Take those in the 18-24 age bracket for example, one in three don’t know why they would need a pension at all, with a similar number also thinking that they could afford to wait until they’re…
Georgia Ashley
25th March, 2022
Ukraine Crisis: DB Wood Performance Update…
As always at times of market stress, we feel it’s important to communicate our views and activities to clients at the earliest possibility. In this respect it is not our first rodeo – the very recent experience of Covid volatility in early 2020 a key example, but we also managed…
DB Wood Team
25th February, 2022
A teacher once said to me that sometimes the best things come in brown paper bags, and that just because something looks bland on the outside, doesn’t mean its worthless on the inside. Similarly, just because something looks shiny and well packaged, doesn’t mean it’s more valuable. Gifting can be…
DB Wood Team
18th February, 2022
I’m sure I’m not alone in this… every Saturday at my local, they run a ‘Bonus Ball’ lottery that all the regulars take part in. If you’re not familiar, it’s simple. Each member pays a pound and picks a number between 1 and 59. If your number is picked as…
Georgia Ashley
28th October, 2021
Next Monday, 13th September, marks the date that ‘Standard Life’ will re-brand to become ‘Abrdn’. Don’t worry, we also found ourselves asking, how’s that pronounced? Exactly the same as with the vowels in; ‘Aberdeen’. Its important to reaffirm that Abrdn remain very much the same firm as Standard Life. Long…
DB Wood Team
10th September, 2021
The Advancement of Technology…
I bet you didn’t think you could compare technology to Marmite… Well, chances are, if you asked a random stranger their opinion on either, they’ll either love it or they’ll hate it. Marmite has only been a bugbear to most since 1902, but with technology spanning all the way back…
Georgia Ashley
20th August, 2021