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.

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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Bank of Nan and Grandad



According to research UK grandparents are worth £5 trillion a year, equating to £350,634 each. Many of them are sharing their wealth with younger generations, with 40% either already gifting or planning to give money to their children and...

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