Welcome to the Mike Robertson Associates Ltd Lifestyle Planning Blog. Here we share tips on how you might be able to make changes to your lifestyle and making plans for the future.

Gifting rules to reduce your IHT bill

Do you understand the rules around gifting and how you could reduce your inheritance tax (IHT) bill utilising this allowance? Here’s what you need to know about the gifting rules to reduce your IHT bill.

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How to celebrate Father's Day without breaking the budget

Show your Dad how much you love him this weekend, with these ideas for how to celebrate Father’s Day without breaking the budget.


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Case study: How we helped a young entrepreneur set up his first company

Many people come into our offices looking for help with a specific aspect in their life, that might be accessing a pension or getting out of debt. However, they soon discover that the life centred financial planning approach offers them much more...

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The dreaded C word – Christmas!


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