In this vlog we discuss retirement planning with our model couple, Andy and Sarah to ensure they don’t run out of money. Andy and Sarah are now in their late 50s – they have a joint income of £140k, they have savings in stocks and shares and investment ISAs and […]
Author Archives: RobsonLaidler
Blog, Family, Financial Planning, Pensions, Personal Finance, Retirement, Wealth
Financial Planning Life Stages: Planning for university fees and retiring sooner
11
Jan
Jan
This vlog: Planning for university and retiring sooner demonstrates the situation of our model couple Andy and Sarah, both now aged 49 and who have a 17-year old daughter who is thinking about going to university and a 13-year son who will most likely do the same. They have approached […]
09
Jan
Jan
Robson Laidler has announced the promotion of Jack Spoor as new associate director. Jack, 32 from High Heaton, Newcastle has worked at the firm since he qualified in 2015 as a Chartered Certified Accountant. Starting his career in Robson Laidler’s audit and assurance team, Jack then developed and grew business […]
Blog, Family, Financial Planning, Protection, Wealth
Financial Planning Life Stages: Protection needs for a young family
12
Dec
Dec
This vlog: Financial Planning Protection Needs for a Young Family demonstrates the situation of a young family who have just bought their first home and have a small child. We model their financial situation based on the tragic event of a premature death in the family. Andy age 36, is married […]
07
Dec
Dec
In September and October, research carried out by the UK200Group asked businesses from across the UK to share their outlook for the next 12 months, as well as how they have fared in the past 12-months. The results reveal that 66% of businesses have a negative or ‘as normal’ outlook […]
01
Dec
Dec
A North East homelessness charity’s Christmas appeal has been given a boost thanks to a donation from the Robson Laidler Community Fund. The ‘Giving a Home’ Christmas appeal, run by Oasis Community Housing, raises vital funds to support the charity’s year-round work providing drop ins, supported housing and a range […]
14
Nov
Nov
While you may have revelled the thought about finishing your qualifications at school/college/university, for a lot of people learning continues far beyond the conventional educational institutions. Work-based learning to ensure you keep your own or your employees’ skills as up to date as possible has become the norm, with many […]
Blog, Financial Planning, Personal Finance, Wealth
Robson Laidler Wealth supports Talk Money Week 2022
09
Nov
Nov
Robson Laidler Wealth is taking part in Talk Money Week 2022, an annual awareness campaign coordinated by the Money and Pensions Service to encourage everyone to open up about their money and pensions. Talk Money Week (7-11 November) encourages people to have more open conversations about their money and […]
08
Nov
Nov
Over the last few years there have been numerous changes to tax legislation relating to residential properties. We thought it would be a good idea to have a quick reminder on the main areas you need to consider. Capital Gains Tax Reporting regime UK residents who sell their UK residential […]
Blog, Financial Planning, Pensions, Personal Finance, Wealth
Financial Planning Life Stages: Entering adulthood and first job
01
Nov
Nov
Chartered Financial Planners Neil and Amanda Cowie explain the benefits of financial planning through every life stage, no matter what your financial circumstances are. This vlog (Benefits of financial planning through every life stage) starts by looking at the issues affecting those who are entering adulthood and perhaps just beginning […]