When life gets busy, it’s easy to forget the bigger picture Every summer I tell myself things will be a little calmer… we will make that bucket list and tick everything off, boat trip, camping, movie night, make rock cakes – their favourite! Then before you know it, they’re back […]
Category Archives: Blog
Blog, Investments, Later Life, Pensions, Personal Finance, Protection, Retirement, Wealth
How to move from a saving to a spending mindset in retirement
29
Jul
Jul
Plan your wealth. Enjoy your life! One of the most common conversations I have with retired clients isn’t about whether they have enough money. It’s about whether they feel comfortable enjoying it. After years – often decades – of working hard, saving diligently and living within their means, many people […]
Blog, Business, Healthcare, Medical
AISMA conference 2026: Key updates for GP practices facing change
20
Jul
Jul
Recently, four members of the Robson Laidler team headed down to Daventry for the annual AISMA conference 2026 – A flagship training event from the Association of Independent Specialist Medical Accountants (AISMA), which provides crucial updates on NHS GP funding, pensions, tax and financial strategies for General Practice. Here are […]
13
Jul
Jul
A few weeks ago, three members of the Robson Laidler team attended the first Pharmacy and GP conference in Birmingham. We got to speak with Independent Prescribers, Locums, Nurses, Pharmacy Technicians, Practice Managers and GPs. It was great to see so many in attendance, especially on Father’s day! What […]
Blog, Business, Pensions, Personal Finance, Protection, Tax, Wealth
How to spot a pension or inheritance tax scam. Why trusted financial advice matters.
07
Jul
Jul
Spotting the warning signs With continued discussion around inheritance tax (IHT) changes due in April 2027 and pensions, many people are understandably reviewing their financial plans and considering how best to protect family wealth. At the same time, there is growing awareness across the financial sector of fraudsters, pension scammers […]
Blog, Financial Planning, Investments, Pensions, Personal Finance
Mid year review – how are your 2026 financial goals looking?
30
Jun
Jun
It’s hard to believe we’re already at the midpoint of 2026. The year has moved quickly, and for many of us, the financial resolutions or goals we set in January have either been quietly progressing or quietly shelved. Either way, now is a good moment to stop and take stock […]
22
Jun
Jun
A recent First-tier Tribunal case involving Beer Express Ltd serves as a timely reminder that, in today’s R&D tax relief environment, how a claim is prepared can be just as important as the work being claimed. The company sought R&D tax relief for a number of projects, one of these […]
22
May
May
The official Sunday Times Best Places to Work list, in partnership with leading employee experience platform WorkL, has been published online today and has listed North East-based Robson Laidler Accountants for the third consecutive year. This nationwide workplace survey recognises and celebrates the UK’s top employers, showcasing organisations that are […]
Blog, Family, Financial Planning, Personal Finance, Wealth
International Day of Families: The conversations every parent should start having now
15
May
May
As a mum of three boys aged 11, 8 and 5, I spend a lot of my life thinking about the future. Some days that means wondering whether we’ll ever have a peaceful school run. Other days it is the bigger questions that keep coming back to me — how […]
Blog, Financial Planning, Pensions, Personal Finance
UK tax year planning: What to do at the start of the new tax year
12
May
May
Everyone waits until March. What if you didn’t? The new tax year isn’t just a date on the calendar, it’s your best opportunity to reset, review, and take action. Why start now? Good financial planning isn’t a once-a-year panic, it’s a habit. With the tax year resetting on 6 […]