Category Archives: Financial Planning

Latest Financial Updates for Healthcare

healthcare updates

Following the AISMA conference (Association Independent Specialist Medical Accountants) the healthcare team at Robson Laidler have pulled together the key areas and latest financial updates that our healthcare professionals should be aware of:   NHS pension problems   We know that your pension is always on your mind due to […]

Pension planning – a few things to consider

Pension planning - a few things to consider

Pension Awareness Week is back and this year it’s celebrating 10 years of making a positive difference. Now is the time to get to know your pension better than ever and prepare for the future you want. Our financial planning team Robson Laidler Wealth are on hand to guide and steer […]

Financial Planning Life Stages: Planning for university fees and retiring sooner

planning for retirement

This vlog: Planning for university and retiring sooner demonstrates the situation of our model couple Andy and Sarah, both now aged 49 and who have a 17-year old daughter who is thinking about going to university and a 13-year son who will most likely do the same. They have approached […]

Financial Planning Life Stages: Protection needs for a young family

Young Family

This vlog: Financial Planning Protection Needs for a Young Family demonstrates the situation of a young family who have just bought their first home and have a small child. We model their financial situation based on the tragic event of a premature death in the family. Andy age 36, is married […]

Robson Laidler Wealth supports Talk Money Week 2022

Talk Money Week

Robson Laidler Wealth is taking part in Talk Money Week 2022, an annual awareness campaign coordinated by the Money and Pensions Service to encourage everyone to open up about their money and pensions.   Talk Money Week (7-11 November) encourages people to have more open conversations about their money and […]

Financial Planning Life Stages: Entering adulthood and first job

financial future

Chartered Financial Planners Neil and Amanda Cowie explain the benefits of financial planning through every life stage, no matter what your financial circumstances are. This vlog (Benefits of financial planning through every life stage) starts by looking at the issues affecting those who are entering adulthood and perhaps just beginning […]

Financial Market Volatility

Graph to show stock market

It is difficult to listen to news headlines these days without feeling some anxiety about the effect on your financial investments.  Unfortunately, the news rarely adopts a positive tone when reporting anything let alone finance.   The past few years have undoubtedly witnessed some major events, including Brexit, Donald Trump, […]

Paying for care, how a local authority views deprivation of assets

Something that comes up, a lot! Many of us know of someone in care or needing care and, from our discussions, of course individuals don’t want to see family assets disappear to cover care fees. Conversely though, paying for your own care tends to come with choice.   There are […]

High earning NHS workers could face huge pension tax bills

High earning NHS workers could face huge pension tax bills

High earning NHS workers, including GPs and practice manager partners, could face a £33,000 tax bill due to the way inflation is applied to their pension. The Government has rejected a call from the Association of Independent Specialist Medical Accountants (AISMA) to repeat the 2019/20 compensation scheme, which protected NHS […]

Money management during unprecedented times

money management

The term “unprecedented times” has been used a lot over the past few years, hasn’t it? Whether it’s the global pandemic, the soaring cost of fuel and energy crisis or the more recent war in Ukraine none of us would be shamed for saying when it comes to our finances […]