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, […]
Category Archives: Wealth
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 […]
12
Sep
Sep
Pension Awareness Day 12th – 16th September – what do I need to be aware of exactly? We all get bombarded with information 24/7 and to be honest, most of it isn’t good news at the moment! So, it’s easy to put things off and, in our experience, […]
07
Sep
Sep
With inflation on the rise it’s important to consider pension tax charges for NHS pension members. This has been a huge issue for medical professionals over recent years, which you will be very aware of. Many NHS pension scheme members have reduced hours, declined additional responsibilities, left the scheme or […]
09
Jun
Jun
Amanda Cowie celebrates 10 years at Robson Laidler Wealth this month working as a Director and Chartered Financial Planner. Here’s some of her highlights from the past decade… You started in June 2012, is life as a financial planner been all that you expected?! Being married to a financial […]
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 […]
09
Mar
Mar
A very good question a few of our clients have been asking recently is; “Am I invested in Russia?” You may be aware that we provide both our mainstream and ESG (you might call them ethical) portfolios. The former takes a low cost market approach and the latter has been […]
08
Mar
Mar
Right now it’s very hard to watch the news and see the suffering that is taking place in Ukraine. As wealth managers, we feel it is important to let you know our thoughts on what is going on in the financial market. For some of you the impact of the […]
25
Jan
Jan
At Robson Laidler Wealth we know a great client relationship is built on transparency and trust and with that in mind we thought we would delve into the lives of our advisers, to find out more about them and their daily routine at work and to help you get to […]
Blog, Divorce, Financial Planning, Wealth
Why splitting your assets 50/50 might not be the best in your divorce
06
Jan
Jan
In the UK, the starting point or default position for dividing assets during a divorce is 50/50. Most ex-spouse’s would agree that they want an equitable split of their shared matrimonial assets, or the financial product that has been built up during the marriage and belongs to both parties. However, […]