Chartered financial planner and director of Robson Laidler Wealth Amanda Cowie.
Chartered financial planner and director of Robson Laidler, Amanda Cowie.
Rebecca Wayman

Robson Laidler accountants launch 'later life' service

Newcastle accountancy and wealth planning firm, Robson Laidler has extended its product range by launching a later life service to meet growing demand from people preparing for elderly relatives’ future.

The firm has launched the service in a bid to provide customers with ‘easy’ access to all later life financial provisions in one place.

The launch of the service was sealed after Robson Laidler’s wealth director Amanda Cowie was awarded with an accreditation from the Society of Later Life Advisers, ‘SOLLA’.

She said: “This can be a difficult time for families navigating issues such as inheritance tax and paying for care.

“We are now one of the only firms in the area that provides a full later life service to clients. We all lead very busy lives and for most people, having one firm who can deal with everything is extremely helpful.

“We recognised from our existing clients who have elderly relatives a need to gain advice on later life issues.

“Medical advances are keeping us all alive for longer which is great however difficulties in the social care system means that it is less likely that we can depend on the state to look after us in our old age and may need to do an element of planning ourselves.”

Amanda will work alongside managing director Graham Purvis and legal assistant Anne Henderson - both members of the Institute of Professional Will writers and qualified to custom write wills to suit individual needs.

Robson Laidler’s managing director, Graham Purvis, said: “The launch of the Later Life Service is an extra string to our bow, as we aim to provide a full cradle to grave service for clients and be there for them alongside every step of their journey.

“From startup advice to entrepreneurs to Wills and lasting powers of attorney - we are there to support along every stage.”

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