Welcome

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.

Give the gift of wealth this Christmas

At this time of year, we can often be stumped at what to gift our family that could really benefit their life. Well, how about giving your loved ones the gift of wealth this Christmas? Did you know you can give assets and monetary gifts that will...

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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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Leave 10% to charity and give more money to your beneficiaries

 

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What is a trust and do I need one as part of my estate planning?

 

You may have heard about putting your money into trust and are wondering ‘what is a trust and do I need one as part of my estate planning?’  

What is a trust?

A trust is a way of managing your assets. These might be, land, buildings, money or...

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