Pension Awareness Week is back and this year it’s celebrating 10 years of making a positive difference. Now is the time to get to know your pension better than ever and prepare for the future you want. Our financial planning team Robson Laidler Wealth are on hand to guide and steer […]
Tag Archives: pension planning
Blog, Pensions, Retirement, Taxable Benefits, Wealth
Financial Planning Life Stages: planning for retirement
25
Jan
Jan
In this vlog we discuss retirement planning with our model couple, Andy and Sarah to ensure they don’t run out of money. Andy and Sarah are now in their late 50s – they have a joint income of £140k, they have savings in stocks and shares and investment ISAs and […]
Blog, Financial Planning, Healthcare, Investments, Later Life, Medical, Pensions, Personal Finance
High earning NHS workers could face huge pension tax bills
22
Sep
Sep
High earning NHS workers, including GPs and practice manager partners, could face a £33,000 tax bill due to the way inflation is applied to their pension. The Government has rejected a call from the Association of Independent Specialist Medical Accountants (AISMA) to repeat the 2019/20 compensation scheme, which protected NHS […]
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 […]
29
Nov
Nov
This week is national Good Divorce Week 2021 (29 Nov – 3 Dec) and here at Robson Laidler Wealth we have also launched a campaign that is all about ensuring financial fairness to help both parties get a ‘good divorce’ with a fair outcome for all. In support of Good […]
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 […]
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 […]
Blog, Pensions, Personal Finance, Retirement, Tax, Wealth
Did you reach State Pension age between 6/4/2010 and 5/4/2015?
29
Apr
Apr
Did you reach State Pension age between 6/4/2010 and 5/4/2015? Here is some help on how you can top up any missing years… The DWP has published updated guidance for those who reached State Pension age between 6 April 2010 and 5 April 2015 on how they can top up […]
Blog, Business, Tax, Taxable Benefits, Uncategorised
Tapered annual allowance – will high earners contribute more?
09
Mar
Mar
The 2020 Budget increased the scope for many high earners to make a bigger pension contribution in the tax year ending 5 April 2021. The annual allowance income limit was increased to £200,000, significantly reducing the number of people affected by the tapered annual allowance. The availability of a full […]
Blog, Budget, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Property, Wealth
Who wants to be a millionaire? Who needs to be a millionaire?
25
Feb
Feb
Think back to the 80’s (if you can!) we had Wall Street, Harry Enfield’s Loadsamoney, Miami Vice, regular news items on city traders making a fortune. At that time being a millionaire was out of reach for most people. Maybe a bit distasteful even. Since then, due to the success […]
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