07 July 2025
Welcome to your mid-year newsletter from Dodd Wealthcare. As we welcome in the warmer weather and long days, we’re excited to share with you our latest news, tips, and helpful information.
Remember, we’re here to keep you informed on your financial journey, so be sure to reach out if there’s anything you’d like to see in these articles in future.
First up, discover how investing as a retiree could support your lifestyle in later life while balancing your goals and needs.
Next, if you’re concerned about Inheritance Tax and protecting your financial legacy, learn how writing life insurance into trust could be the solution for you.
Then, explore the many reasons behind impulse-buying and the “must have now” trap. Read about ways to spend and save sustainably to ensure you’re protecting your financial future.
If you have family, friends, or colleagues who would benefit from reading this newsletter, please feel free to share it.
If you have any questions or would like to speak to us about any of the articles in this newsletter please email info@doddwealthcare.co.uk or call 01228 530913 / 01768 864466.
