Mike Robertson Associates Ltd Blog

Independent Financial Adviser Services

What Could Personal Financial Planning Help Me With?

Personal financial planning is a longstanding, ongoing practice that understands all facets of classifying your personal finances. It could be, pension and retirement planning, tax planning,...

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Benefits of Life Centred Financial Planning

Personal Financial Planning the benefits of life centred financial planning: 1. Achieve your goals - A Life Centred Financial Plan helps your goals become a reality, 2. Your money is working hard - Your money is invested in the right places to meet your needs, 3. Peace of mind - know that your finances are being taken care of, 4. Trustworthy expertise

Ever wondered what the benefits of Life Centred Financial Planning are? Take a look at our infographic.

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Changes to Capital Gains Tax Rates

selling a second property you may have to pay capital gains tax

New Changes to Capital Gains Tax (CGT) payment for UK property sales. If you are a UK resident, selling a second home (residential property) you now only have 30 days to tell HMRC and pay any CGT owed. These new changes come into force on the 6th...

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Make a change week 3: Budgeting for financial success

Welcome to week three of our six-week challenge to help you make a positive change to your life. This week we are going to be looking at budgeting and how it can be a cornerstone to creating the life you want and achieving financial security.

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