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.

Ways to pay less Inheritance Tax (IHT)


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7 Money mistakes to avoid

Very few of us have ever received any training on how to manage our finances, and as a result, we often make mistakes. What about if you didn’t have to? Here are the money mistakes to avoid.

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23% of over 60s are opting out of auto-enrolment

According to research by Royal London, over 60s are throwing away up to £1.75bn in pension savings by opting out of their workplace pensions. Could you be one of them?

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Tips on making money from your home


Your home is one of the most significant financial purchases you may ever make, so it makes sense to make the most of this valuable asset. Here’s some useful tips on how to make money from your home and potentially boost your income.

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