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.

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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The cost of death increasing

 

When someone passes away, there are many things to deal with from registering the death and arranging the funeral to applying for probate. Some of the costs incurred when dealing with someone’s estate are changing. In February 2019 the cost of...

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Only 14% of Brits have set up a Lasting Power of Attorney

 

Only 14% of Brits have set up a Lasting Power of Attorney (LPA), according to research from Direct Line. This may be because 38% of people are not aware of what a Lasting Power of Attorney does and are potentially leaving it up to the State...

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Financial planning so you can afford long term care costs

 

Have you considered what your lifestyle requirements are going to be when you get older? While many of us are dreaming of cruises and spending more time with friends and family at the end of your working life, we are not often thinking about...

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