Category Archives: Retirement

Future proof your lifestyle

Future proof your lifestyle

It feels like there’s a lot of uncertainty about at the moment – whether it’s Brexit or our next PM or the state of the economy.  It may be concern about climate change, job security, lifestyle.  Although these things seem big and out of our control there are steps we […]

Pensions – “Are you saving enough?”

Coins

Great programme which clearly shows that, for various reasons, the bulk of the population are putting planning ahead on the back burner. We would just highlight the need to have a plan in place, even just a basic one and not to put this off. A good watch regardless: ITV […]

Can I order a prescription for financial piece of mind?

NHS Pensions

We know / that as busy medical professionals, it’s difficult to find time to prioritise your own plans.  For most doctors, your NHS Pension will underpin your plans to reduce hours/stop work altogether later on. However, there have been so many changes to the NHS Pension and pension legislation in […]

When Is Your Financial Independence Day?

If you are like me you may sometimes think about what life will look like in the future when you don’t have to work?  You may think of the hobbies you have or will take up or the extra time you can spend with your family.  You may be considering […]

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 – 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 […]

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 […]