Category Archives: Financial Planning

Good Divorce Week

This week is national Good Divorce Week 2021 (29 Nov – 3 Dec) and here at Robson Laidler Wealth we have also launched a campaign that is all about ensuring financial fairness to help both parties get a ‘good divorce’ with a fair outcome for all. In support of Good […]

Divorce in later life – what the experts say

financial fairness

The pandemic has taken its toll in different ways.  For many this has included relationship breakdown and sadly we have seen this happen with our own clients.   It’s clearly unavoidable but the breakdown of long-term relationships and potential divorce in later life is one of the biggest risks to […]

NHS Pension – exit planning tips

NHS pension exit

In 2019 Robson Laidler Wealth wrote a blog entitled NHS Pensions – handy hints to plan your exit   This has been one of our team’s most viewed blogs yet since 2019 there have been a few changes, which you should be aware of.  One thing that hasn’t changed and […]

Why you need a financial advisor and a divorce lawyer

financial fairness

Going through a divorce is an incredibly stressful and confusing time. You don’t want a long, drawn out proceeding that becomes acrimonious and volatile. At the same time, you don’t want to feel financially duped and you have a right to a fair and equitous split of your resources.   […]

The Autumn Budget Changes to Pensions

The Autumn Budget Changes to Pensions

If you have a UK pension then you may need to be aware of three important changes that were announced in the recent Autumn Budget:   No 1.  The change to the age that you can take an income from an invested pension. We’ve been mentioning this to our clients […]

The Autumn Budget Statement – Tax Tricks or Treats?

The Autumn Budget Statement – Tax Tricks or Treats?

On Wednesday 27 October the Chancellor of the Exchequer delivered the Autumn Budget Announcement.  In the run up to Halloween we ask whether it delivered tax tricks or treats?   The Autumn Budget Announcement trumpeted a “New Age of Optimism”, but there were ominous signs of tax increases to come.  […]

Investor anxiety at an all-time high

Investor anxiety

The following article from Dimensional is food for thought about investor behaviour as global equity markets are at or near all-time highs:   KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down.   But […]

Financial Planning Week UK 11 – 17 October 2021

Financial Planning Week

This week Robson Laidler Wealth is supporting CISI Financial Planning Week, and our team are offering free advice on family budgeting, financial goal setting and making the most of your resources.   Don’t miss the opportunity to book a free financial planning session (up to 45 mins) either online via […]

Good Money Week 2021 – What is a ‘good’ investment?

Good Money Week

It’s Good Money Week this week, so you may be asking, “What does ‘good’ mean for my investments?” Great question and one we’ve been chatting to our existing and new clients about for a few years’ now and why we developed some alternative portfolios to take specific client values into […]

Give your finance function the attention it deserves

Give your finance function the attention it deserves.

As a business owner are you sometimes guilty of not showing the finance function of your business the attention it deserves? We have a great analogy on this!… Most people treat accountants like they do their car tyres. It is bewildering when people scrimp on tyres for their car. Let […]