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: Pension saving to maximise tax relief Additional and higher rate taxpayers may wish to contribute […]
Category Archives: Financial Planning
Blog, Budget, Business, Financial Planning, Investments, Wealth
Equity Market Review 2018 – the importance of taking the long-term view
18
Jan
Jan
2018 marked a generally negative year for global equity markets. Despite positive returns experienced in the first 3 quarters of the year the final quarter saw major global indices turn down, largely as a result of fears of trade disputes between US and China. The fourth quarter equity market decline […]
Blog, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Tax, Wealth
Top Tips for Financial Planning
07
Jan
Jan
It’s 2019. Perhaps you are recovering from the festive excess in more ways than one?! You think, OK, it’s time to take stock. Sort things out. Stop putting important things off. Or is that just me? You may have already done some thinking ahead, booked the holiday, made enquiries about […]
Blog, Business, Financial Planning, Investments, Personal Finance, Wealth
How to keep your head during Brexit induced investment market volatility
11
Dec
Dec
As the old Chinese curse has it: “May you live in interesting times”. With Brexit negotiations ongoing, it’s certainly interesting times in British politics, with likely consequences for investment markets. There’s still a great deal of uncertainty over the outcome of Brexit. The anticipated ‘decisive vote’ has been postponed, […]
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 […]