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 […]
Tag Archives: financial planning
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 […]
Financial Planning, Healthcare, Medical, Pensions, Retirement, Wealth
NHS Pension – exit planning tips
15
Nov
Nov
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 […]
10
Nov
Nov
Going through a divorce is an incredibly stressful and confusing time. You don’t want a long, drawn out proceeding that becomes acrimonious and volatile. At the same time, you don’t want to feel financially duped and you have a right to a fair and equitous split of your resources. […]
10
Nov
Nov
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 […]
Blog, Financial Planning, Healthcare, Investments, Later Life, Pay, Pensions, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
The Autumn Budget Changes to Pensions
03
Nov
Nov
If you have a UK pension then you may need to be aware of three important changes that were announced in the recent Autumn Budget: No 1. The change to the age that you can take an income from an invested pension. We’ve been mentioning this to our clients […]
07
Oct
Oct
It’s Good Money Week this week, so you may be asking, “What does ‘good’ mean for my investments?” Great question and one we’ve been chatting to our existing and new clients about for a few years’ now and why we developed some alternative portfolios to take specific client values into […]
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Pensions Awareness Day – All you need to know
15
Sep
Sep
Pension Awareness Day takes place annually on September 15 with the aim to alert the nation that they need to save more for their retirement. So what do you need to be aware of exactly? Here’s some tips from Chartered Financial Planner Amanda Cowie director at RL Wealth: Pensions are […]
27
Aug
Aug
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 […]