YOUR JOURNEY

TAKING YOU FURTHER

YOU KNOW

YOU WANT TO TURN THE CORNER WITH YOUR BUSINESS

All of our clients go on a journey with us. It starts with meeting you where you’re currently at, and planning the right services to fit your situation.

Our approach involves support across every dimension, which means:

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We embed ourselves into your team so you can get strategic support.
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We’ll go to the ends of the earth for you and your business.
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All support, be it accounting, wealth or advice, is under one roof.

START

ACCOUNTANCY AND TAX

Businesses and entrepreneurs come to us for all manner of accounting.

We’ll start by taking care of the “tedious compliance”, which frees you from any obligations so you can focus on what’s interesting to you: Running your business! This includes everything from the usual accounts preparation and tax returns, to audit and payroll and bespoke financial reports.

With everything we do, we ensure that potential issues and risks are identified quickly enabling them to be dealt with decisively. But that’s just the start. We often find business owners want more than just a simple or single service, which leads them to continue their journey…

STEP 2

BUSINESS SUPPORT

By embedding ourselves into your business, we’re able to support you in creating a business that supports your lifestyle.

The nature of this relationship also allows us to be there to support any decisions you make.

Clients often come to us for a Business Review, which is a proactive ‘re-energising session’ for your business.

With our own bespoke ‘Growth, Profit and Support’ software we prepare financial forecasts to help you make key business decisions. We offer strategic business advice, business coaching, profit improvement planning, team engagement and culture planning.

STEP 3

TECHNOLOGY

We know that cutting edge technology keeps you ahead of the curve. It allows us to dig deeper and help you make strategic decisions. Our clients benefit from cloud based accountancy packages, often starting with Xero, digitising their finances to put the information right at their fingertips.

We offer free training opportunities so you know how to implement cloud accounting software such as Xero, Receipt Bank, and budget and forecasting software.

A strong cash flow is critical. Forecasting when, or if, the cash becomes tight is just one facet we now offer through our new GPS (Growth Profit and Support) service. This software helps us talk to our clients to find out where they are now, where they want to get to and how they can get there with our help.

STEP 4

WEALTH

You want to pass your wealth on to your family. Our clients go on a journey that leads to working with our Wealth team, providing you with support for all of life.

You want to know when you will have enough money to retire. You want to support your family as well as maintain or enhance your current lifestyle. So we provide you with an interactive free initial discussion about your current position, needs and wants to help you plan for the wealth you want.

We always sit down and plan everything before a product is implemented, rather than providing a templated solution.

STEP 5

WILLS AND PROBATE

Licensed by the Institute of Professional Will writers (IPW), Robson Laidler qualified Will Writers, Chartered Tax Advisors and Society for Later Life (SOLLA) Practitioners make us the perfect choice to cover every aspect of life planning.

Covering everything from the preparation of a will to protect you and your family, a probate service to administer the estates of a loved one, lasting powers of attorney and inheritance tax advice, we can give you peace of mind that everything is being handled by experienced professionals all under one roof, with no need for a lawyer, every step of the way.

As a consequence of the escalation of the Covid-19 infection and the Government’s regular guidance, we have considered how we need to adapt to continue to provide a high level of service during these challenging times.

Our offices are now closed, however our staff are working from home and we have updated the way that we provide our services, particularly in relation to the preparation of Wills and Lasting Powers of Attorney. Where appropriate we shall take instructions for the preparation of Wills and Lasting Powers of Attorney by way of telephone,  Skype, Zoom or Facetime, video call and/or email. Where signatures are to be made including that of witnesses, we will provide you with full details as to how this can be done whilst maintaining social distancing and complying with advice from the UK Government.

Our thoughts are with everyone during this difficult time. Please do not hesitate to contact our Private Client team who are continuing to offer advice in relation to Wills and succession planning, lasting powers of attorney, trusts and inheritance tax. For further information contact our Newcastle office on: 0191 281 8191 or our Durham office on: 0191 388 3377 or email Anne Henderson: wills@robson-laidler.co.uk

START HERE

REALISE WHAT’S TRULY POSSIBLE WITH YOUR BUSINESS.