Welcome

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...

Download our new app by searching for “Lifestyle Financial Planners.”

Available on: 

iPhone and iPad    &    Android

For your complimentary, no obligation, one, (1) hour consultation, please call 01424 777156 to schedule your meeting today.

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.

Tags: Independent Financial Advice, Financial Advice, Lifestyle Financial Planning, Pension Planning, Advisers, Battle, England, financial planning, Lifestyle Financial Planners, South East, East Sussex, Eastbourne, Hastings, Investment Planning, MRA Money, Pension, Pension Freedoms, Pension Pots, Savings and Investments, UK

Sign up For Our Blog Posts

Follow us on Social Media