Robson Laidler Wealth has strengthened its team with the appointment of Danielle Knowles, with more than 15 years industry experience, as a paraplanner. Danielle, 37, has joined Robson Laidler Wealth from a specialist medical accountancy and financial planning firm where she worked in the Corporate Department for 12 years […]
Category Archives: Blog
13
Feb
Feb
ROBSON Laidler has launched a service that has already saved our clients almost £395,000 by realising and reclaiming Research and Development (R&D) tax credits available to them from HMRC. We have established the new R&D tax credits offering to complement our accounting, business advisory and wealth management services, to help […]
04
Feb
Feb
Since the start of the year news headlines have heavily featured the outbreak of the coronavirus in China. The virus has had the effect of stopping flights, slowing trade and prompted the building of a new hospital in record time. Epidemics like this can quickly unnerve investors and potentially affect […]
Blog, Financial Planning, Personal Finance, Tax, Wealth
Financial planning in the North East – fail to plan, plan to fail
27
Jan
Jan
It’s a well-known expression and one that we at Robson Laidler Wealth focus 100% of our client time on. To us, working with our clients is not about selling products, we’re always thinking about our clients’ plans and how we might help achieve them with good financial planning. Our priority […]
22
Jan
Jan
When we meet someone in real life, we ask questions to get to know them better. We listen to their anecdotes, ideas, opinions, and beliefs. We try to unearth their story, and to tell our own. The end goal is to connect. In business the rules don’t really change. We […]
19
Dec
Dec
We believe our clients all deserve the three freedoms: Financial Freedom; Time Freedom; and Mind Freedom. In other words, more money and time to spend on important things outside of their business, along with less stress. Is your business stifling your freedom? Being in business is tough. At times, you […]
05
Dec
Dec
Our people attended Xerocon 2019 last month to learn the latest updates from Xero and its App partners. The main theme was ‘Communities of Purpose’, which fits perfectly with what RL is about. Here’s some quick sound bites from our team and what they took away from the event: “I […]
27
Nov
Nov
The NHS has announced that that clinicians who exceed their NHS pension annual allowance in this financial year are not left out of pocket. It will cover all pension saving in the NHS schemes in 2019/20 (but not annual allowance tax charges falling due on pension saving outside the NHS […]
Blog, Financial Planning, Pensions, Personal Finance, Retirement, Wealth
North East Women – are you financially resilient?
21
Nov
Nov
Recently we hosted an event in conjunction with a national initiative introduced by the Chartered Insurance Institute. The theme was “Insuring Women’s Futures” and it deliberately coincided with National Talk Money Week on the basis that if you get women talking about issues through raising awareness then things might start […]
04
Nov
Nov
“An Englishman’s home is his castle,” or so goes the oft-quoted adage…But what happens if you receive an unexpected Let Property Campaign letter from HMRC which states you may have underpaid tax? For many people a buoyant property market is the principal barometer of the health of the economy and […]