I was having coffee with friends, in those pre-lockdown halcyon days, and one asked “when do you think you will retire?” My answer is always the same “when my pension and investments reach the magic number!” Obviously my magic number is personal! But I 100% know what it is and […]
Category Archives: Budget
04
Mar
Mar
Chancellor Rishi Sunak published the second full Budget since the start of the Coronavirus outbreak on Wednesday 3 March 2021. So, what does it mean for the UK’s taxation landscape? Almost 12 months on, the Budget laid bare the economic impact of COVID-19 and how Sunak intends to get economic […]
Blog, Budget, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Property, Wealth
Who wants to be a millionaire? Who needs to be a millionaire?
25
Feb
Feb
Think back to the 80’s (if you can!) we had Wall Street, Harry Enfield’s Loadsamoney, Miami Vice, regular news items on city traders making a fortune. At that time being a millionaire was out of reach for most people. Maybe a bit distasteful even. Since then, due to the success […]
08
Jan
Jan
Happy New Year! Hopefully we are now on the third and final lockdown journey. Whilst this period means yet more strain on business finances, there is cash support available over the next few months and we are here to help guide you through this. Here is a summary of the current […]
10
Dec
Dec
Most business owners will be pleased to see the back of 2020 and should already have made suitable changes to their business strategy for 2021. Any good business coach will tell you, if you want to survive and thrive, you cannot leave your success up to chance. This year […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Getting closer to 50 – financial planning priorities
09
Oct
Oct
To round off with the Financial Planning Week blog posts from our team, Director and Chartered Financial Planner Amanda Cowie gives her thoughts on financial planning when you are nearing 50!… If, like me, you are getting near your “special” birthday you maybe can’t believe that you are at […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Protection, Tax, Taxable Benefits, Wealth
Advice for young families saving for their future
08
Oct
Oct
Today to support Financial Planning Week are some top tips from our paraplanner Danielle Knowles for young families saving for their future whilst looking after their loved ones… I am Danielle, a 37-year-old mum of two to Charlie 5 and Daisy 3. Working in financial services makes you […]
Blog, Budget, Financial Planning, Investments, Later Life, Personal Finance, Retirement, Wealth
Financial Planning in your Thirties
07
Oct
Oct
This week is Financial Planning Week and to support this we have asked our staff to give us their own thoughts on their own financial planning priorities, in hope that this might give others some inspiration and ideas when it comes to planning for themselves. Here’s a great read […]
Blog, Budget, Business, Financial Planning, Investments, Pensions, Personal Finance, Wealth
Do you know what your financial goals are?
09
Sep
Sep
As financial planners, we ask a lot of questions about goals – you might think we are being nosy?! The reason for asking so many questions is to try and establish what’s most important to you. It’s not as simple as just asking you what your goals are. If you […]
Blog, Budget, Financial Planning, Investments, Later Life, Personal Finance, Wealth
Cash reserves – the “Goldilocks” theory
07
Sep
Sep
Our sister company Robson Laidler Accountants and Tax Advisers have scheduled a Webinar Wednesday 9 September on “Cashflow Management”. This event is for business owners and you can contact ggraham@robson-laidler.co.uk if you would like to attend. But what about our own, personal cash reserves? Whilst the last 6 months have […]