Local authorities are cash strapped – fact. The Dilnot Report capping the cost of Later Life Care fees keeps being delayed. Something has to be done to address this. The Pensions Policy Institute (PPI) has published ‘Care in later life: incentives to use assets to pay for care’ sponsored by […]
Category Archives: Blog
Blog, Family, Financial Planning, Investments, Pensions, Personal Finance, Retirement, Wealth
Future proof your lifestyle
27
Jun
Jun
It feels like there’s a lot of uncertainty about at the moment – whether it’s Brexit or our next PM or the state of the economy. It may be concern about climate change, job security, lifestyle. Although these things seem big and out of our control there are steps we […]
25
Jun
Jun
Many people, business owners or not, know of a couple of finance options for their next big purchase or to improve cash flow but most don’t understand the difference or know alternatives. Here I will focus on the main options people have heard of and some common alternatives that I […]
16
Jun
Jun
I was recently in a meeting with a North East businessman discussing growth plans. We worked together to find out where he is now, and where he wants to be in 5 years’ time and how is he going to get there. . The usual answer (and a quite important […]
Blog, Business, Financial Planning, Personal Finance, Wealth
10 Questions with Robson Laidler Wealth Director Neil Cowie
13
Jun
Jun
What was your first break in business? Getting a call to discuss the new financial planning advice business being set up by Robson Laidler in 2005. 2. What did you want to be growing up? Airline pilot – I’m still a bit of a plane spotter! 3. What attracted you […]
Blog, Financial Planning, Later Life, Pensions, Personal Finance, Retirement, Wealth
Pensions – “Are you saving enough?”
13
Jun
Jun
Great programme which clearly shows that, for various reasons, the bulk of the population are putting planning ahead on the back burner. We would just highlight the need to have a plan in place, even just a basic one and not to put this off. A good watch regardless: ITV […]
Blog, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Wealth
Tens of thousands entering retirement each year without taking advice
11
Jun
Jun
New analysis from the Association of British Insurers (“ABI”) shows very low levels of retirement readiness. This isn’t really surprising to us but continues to be a bit worrying! Of the 62,000 people accessing some of their pension via drawdown for the first time during a 6 month period, 34% […]
04
Jun
Jun
According to a recent survey carried out by GPOnline, over half (55%) of GP partners believe that their practice is less financially secure than it had been a year ago. Just 6% of GP partners felt their practice was more financially secure, and 75% said that they had felt no […]
30
May
May
Our brave staff along with their friends and family, are taking on The Coast 2 Coast Challenge for charity this August. The 16 strong team will cycle approx. 150 miles from Whitehaven to Tynemouth over three days to raise funds for the Firm’s Charity of the Year, the Freeman Heart […]
Blog, Family, Financial Planning, Investments, Later Life, Medical, Pensions, Personal Finance, Wealth
North East Medical Professionals – are changes to pension tax rules affecting you?
14
May
May
Has anyone noticed the increase in the number of articles lately relating to doctors and their pensions? One of the more recent headlines this April was the British Medical Association warning the Chancellor that senior doctors would have to cut their NHS working hours if the recent changes to pension […]