Who do you want to leave your money and assets to?
What will happen to your family if you can't work?
When was the last time you reviewed your protection planning?
How would your family cope if you died unexpectedly?
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is primarily targeted at UK residents.
Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate Will writing or taxation and trust advice.
The content of the articles on this website is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.
No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor.
The value of your investments can go down as well as up and you may get back less than you invested.
Past performance is not a reliable indicator of future results.
Mike Robertson Associates Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Registered in England Number 4501167. Registered Office 30-34 North Street, Hailsham, East Sussex BN27 1DW.
This site is designed for use by UK residents over the age of 18. Mike Robertson Associates Ltd are not responsible for the content of external websites.
Mike Robertson Associates Ltd is located in Battle, East Sussex, near Hastings, Bexhill and Eastbourne.