What is a Personal Tax Account? The Personal Tax Account system is a handy little online resource HMRC has provided to enable you to view and make changes to your personal tax information online. You will be able to manage your tax affairs through the account rather than phoning or […]
Category Archives: Personal Finance
23
Oct
Oct
As a business owner, mastering your finances is crucial for long-term success. In our comprehensive guide ‘Running a Limited Company: A practical guide for business owners’, we explore the essential elements of financial management that every business owner should consider. From budgeting and strategic planning to maintaining a healthy financial […]
Blog, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement
Pension planning – a few things to consider
14
Sep
Sep
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 […]
Blog, Family, Financial Planning, Pensions, Personal Finance, Retirement, Wealth
Financial Planning Life Stages: Planning for university fees and retiring sooner
11
Jan
Jan
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 […]
Blog, Financial Planning, Personal Finance, Wealth
Robson Laidler Wealth supports Talk Money Week 2022
09
Nov
Nov
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 […]
Blog, Financial Planning, Pensions, Personal Finance, Wealth
Financial Planning Life Stages: Entering adulthood and first job
01
Nov
Nov
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 […]
03
Oct
Oct
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, […]
Blog, Financial Planning, Later Life, Personal Finance, Property, Protection, Wealth
Paying for care, how a local authority views deprivation of assets
22
Sep
Sep
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 […]
Blog, Financial Planning, Healthcare, Investments, Later Life, Medical, Pensions, Personal Finance
High earning NHS workers could face huge pension tax bills
22
Sep
Sep
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 […]
12
Apr
Apr
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 […]