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 […]
Category Archives: Family
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% […]
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 […]
Blog, Family, Financial Planning, Pensions, Personal Finance, Tax, Taxable Benefits, Wealth
Tax year end planning 2019 – Recover your personal allowances and child benefit
15
Feb
Feb
With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Recovering personal allowances and child benefit Pension contributions reduce an individual’s taxable income. In turn, this […]
Blog, Family, Financial Planning, Investments, Later Life, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
Amanda gains much sought after later life accreditation
06
Dec
Dec
Robson Laidler Wealth Director Amanda Cowie has recently received an accreditation from the Society of Later Life Advisers (SOLLA). There are only three other Independent Financial Advisers in Northumberland and Tyne & Wear who hold this. The Later Life Advisers Accreditation has now become established as the industry standard of […]