Daniel Ardern CFP®

Senior Wealth Partner, Dorset Wealth Management

Daniel is a Senior Wealth Partner at Dorset Wealth, with over 15 years’ experience in the wealth management industry. He works with professionals, business owners, and retirees to help them make confident financial decisions at every stage of life. With expertise in both the UK and Australia, Daniel also provides holistic cross-border wealth management services to UK expats living in Australia.

Articles by Daniel Ardern CFP®

Daniel Ardern CFP®

How inheritance tax can bite UK expats in Australia

More than 1.1 million UK expats live in Australia, but many are unaware that UK Inheritance Tax (IHT) may still apply to them. With a 40% top rate, understanding the rules is crucial to safeguarding your wealth for future generations.

Thabojan Rasiah CFP®

The two questions that simplify life

Modern life is noisy. News alerts ping our phones, inboxes fill with reminders, and social media never runs out of opinions. Add to that the ordinary demands of work, family, and money, and it’s no wonder so many of us feel stretched thin. Every day seems to demand a decision: Should I be doing more? Am I doing the right things? The truth is, most of us make life more complicated than it needs to be.

Julia Newbould

What to include in my will

Your will is one of the most important documents you’ll ever work on.

Julia Newbould

Getting the best from your professional relationships

You might have a regular accountant you see at tax time who helps you sort out what you owe the government, or if you’re lucky, what the government owes you. Sometimes they will make recommendations on how to reduce your tax for the next year. However, for many, there is more that can be done to improve their financial position.

Julia Newbould

Making the most of a salary increase

It’s exciting to get a pay rise and when you’ve earned it you often feel like it’s a deserved reward to treat yourself with but used in the right way it can also help you build towards a more financially fulfilling future.

Julia Newbould

Tax deductible donations – get the most out of giving back

Giving to charity can be a great way to help others and give your tax return a boost, but not all donations are tax deductible. Here’s what you need to know about making a tax deductible donation.

Joel Carty CFP®

Protecting your today and tomorrow – it’s not just about insurance

Personal risk mitigation is a cornerstone for ensuring long-term financial stability and security. For Australians, understanding and implementing effective risk management strategies is crucial to safeguarding their financial future.

Dominique Bergel-Grant

Confessions of a divorce financial planner

Divorce is a complex and uncertain process and, regardless of your motivations, it is not about winning or losing. It involves facing the often harsh reality that dreams of a future life imagined on your wedding day are now shattered. Often it is easy to get caught up in the “he said, she said” blame game.

Julia Newbould

What is a beneficiary and why you need one for your super

The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate to be beneficiaries in your Will. That is, your estate minus your superannuation – unless you have specifically nominated your estate to be the beneficiary of your superannuation.

Julia Newbould & Kate McCallum

Insurance 101: what is it and why do we need it?

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