Category Archives: Financial Planning

Tax year end planning 2019 – Employees: sacrifice your bonus for an employer pension contribution

Clock GIF

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: Employees: sacrifice your bonus for an employer pension contribution We’re approaching ‘bonus season’ for many companies. […]

Tax year end planning 2019 – Approaching retirement: boost pension saving now before triggering the Money Purchase Annual Allowance

Clock GIF

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: Approaching retirement: boost pension saving now before triggering the Money Purchase Annual Allowance Anyone looking to […]

Tax year end planning 2019 – High earners: making a pension contribution before the tax year end could increase your annual allowance

Clock GIF

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 High earners: making a pension contribution before the tax year end could increase your annual allowance […]

Tax year end planning 2019 – Pension saving: maximise tax relief

Clock GIF

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 an […]

We Know / you want to see our new video

Robson Laidler Wealth video

Robson Laidler Wealth are here to support you in your lifestyle goals and objectives. We’re all quite good at planning for the short term, but what about the long term? Robson Laidler Wealth are here to help you answer the question; “Will I be financially OK in the future?” Our new video showcases […]

Equity Market Review 2018 – the importance of taking the long-term view

Janus Vatican

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 […]

Top Tips for Financial Planning

Financial planning meeting

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 […]

How to keep your head during Brexit induced investment market volatility

Rollercoaster

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, […]

Amanda gains much sought after later life accreditation

Amanda Cowie gains accreditation

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 […]