Andru DonatelliLEGAL COUNSEL

Dru Donatelli
Contact Details
Areas of Expertise
  • Corporate Law
  • Estate Planning
  • Trusts
  • Retirement Planning
  • Wills
  • Financial Advice
Qualifications
  • JD-MBA, Law & Business
  • BS, Commerce

Andru has many years of broad-based legal and executive experience, having also worked for major corporations in management capacities and worked internationally.

As a dynamic speaker and coach over the last 15 years, Dru has presented to and trained thousands of financial advisors nationally in the areas of business, financial and estate planning, retirement income planning, charitable strategies, and insurance planning. These advisors represent major wirehouses such as Merril Lynch, UBS, Morgan Stanley, independent firms such as LPL and Raymond James, and Key Bank and CUSO, among others.

Dru received his Bachelor of Science (Commerce) Degree Cum Laude from Santa Clara University, where he also received his Juris Doctorate (JD) and Masters in Business Administration Degrees (MBA).

Publications

  • UK Tax allowances and thresholds for 2021 – 2022

    UK Tax allowances and thresholds for 2021 – 2022 INCOME TAX                                                                            Main personal allowances and reliefs 21/22 20/21 Personal allowance* £12,570 £12,500 Marriage/civil partner’s transferable allowance Married couple’s/civil partner’s allowance at 10%† £1,260 £1,250 (if at least one born before 6/4/35) – maximum £9,125 £9,075 – minimum £3,530 £3,510 Blind person’s allowance £2,520 £2,500

    April 14, 2021
  • Markets last week 12/04/2021

    President Biden said he wants all American adults to be eligible for the vaccine by Monday 19 April, two weeks earlier than his previous goal. The UK began rolling out the Moderna vaccine last week, also two weeks earlier than expected, amid concerns over a shortfall of doses this month and worries about the AstraZeneca product. More than 700 million jabs have now been provided worldwide. In terms of herd immunity, this is not great, as it barely covers 1/10 of the world’s population, but the curve is now very steep and the countries that are having difficulties with inoculations are often those with a good history on COVID-19 (such as China and Japan). The UK has vaccinated more than 60% of adults, the US close to 50% and the EU close to 20%. Emerging markets are significantly behind on the vaccination effort.

    April 14, 2021
  • Overseas landlords of UK properties reaches a five-year high

    The number of overseas landlords owning property in the UK has hit a five-year high of 184,000, marking an increase of 19% over five years according to ludlowthompson.

    April 7, 2021
  • 5 ways to maximise your 21/22 tax year

    As we head into the 2022 tax year many people will be taking the time to look at their finances. Here are 5 things we recommend everyone considers that could enhance their financial arrangement.

    April 7, 2021

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