Mike Robertson Associates Ltd, Lifestyle Financial Planners, Battle East Sussex
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Whether building a financial plan with you from the start or reviewing your existing arrangements, we can provide professional Lifestyle Financial Planning advice to help guide you through the process to defining your goals.

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Inheritance Tax




Will and Testament

How much money do you plan to leave to the tax man when you die?

None, you would probably say. Yet if you do not make some plans now, you may leave a large Inheritance Tax bill to your loved ones. This means your money is left to the taxman and less remains for your family and friends.

Inheritance Tax (IHT) only affects people who have a lot of money, doesn't it?

Not so. These days, more and more people are leaving behind a potential IHT problem, especially if they own a property. However, the positive thing is that with a little planning and organizing now, you could reduce a possible IHT bill in the future. To find out how you can leave more to your loved ones, click below for our free factsheet.

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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 No 4501167. Registered Office 30-34 North Street Hailsham East Sussex BN27 1DW

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Mike Robertson Associates Ltd is located in Battle, East Sussex, near Hastings, Bexhill and Eastbourne

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