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

MRA Money March/April 2017

Posted by Mike Robertson ACSI DipFA MLIBF Financial Planner on 16-Mar-2017 17:25:49


In this months edition of MRA Money:

  • Don't miss the ISA deadline - Time to take control over where your money is invested tax-efficiently.
  • Safeguarding wealth for future generations - New Inheritance Tax rules apply from 6 April 2017.
  • Getting Your Affairs in Order - What you have and what you want to happen to it.
  • Plus much much more...

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Mike Robertson Associates Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by The Financial Conduct Authority. Registered in England.

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