Tag Archives: financial planning Durham

Money management during unprecedented times

money management

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 […]

Why splitting your assets 50/50 might not be the best in your divorce

Financial fairness in divorce

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, […]

NHS Pension – exit planning tips

NHS pension exit

In 2019 Robson Laidler Wealth wrote a blog entitled NHS Pensions – handy hints to plan your exit   This has been one of our team’s most viewed blogs yet since 2019 there have been a few changes, which you should be aware of.  One thing that hasn’t changed and […]

Helping you find financial fairness in divorce

financial fairness

The pandemic over the past 20 months has taken its toll in different ways.  For many this has included relationship breakdowns and sadly we have seen a rise in divorce and separation with our own clients.   We’ve also spoken to some highly regarded North East solicitors who specialise in […]

When should I start planning my retirement?

planning retirement

Whether you are a busy professional, medic or business owner, the simple answer to the question, “when should I start planning my retirement?” is – now! It’s never too early. If you organise your life now you will minimise stress for yourself and your family in future.   Holiday season […]

Parents financial planning for university

university planning for parents

If your offspring are flying the nest next month to university you’ve probably got mixed feelings. You may feel happy for them but wondering if you’ll feel bereft/glad that you won’t be getting woken up at 3am when they come home from the nightclub.   You’ve probably also done most […]

Business owners – how to prioritise your personal plans

business owner

We’ve met lots of business owners recently who are still working hard well into their 60’s.  This is typically because they love what they do.  But also it’s because they haven’t had a chance to consider making plans.  They are too busy!   So, why should you take your foot […]

Financial Planning for GPs

GP financial planning

GPs need to focus on their future financial planning just like the rest of us. Most GPs we talk to are working long hours in addition to patients with Covid, they are dealing with the fall out of long Covid, mental health issues exacerbated by the pandemic and also those […]

Financial planning for later life

retirement smile

Financial planning – Why it’s better for your money to outlive you? When we put together a financial plan, we use a mortality of age 100 because we don’t want you to run out of money. We also use a financial planning forecasting tool to help you “see” your financial […]

Why organising your finances is good for your mental health

finances and mental health

Why is organising your finances good for your mental health? Mind, the mental health charity says:   It’s those nagging thoughts in the middle of the night that cause us to lose sleep, cause gut busting anxiety and yes, it can become a vicious cycle leading to depression, relationship issues […]