A change to tax rules in April 2015 turned some of our advice on its head. If there's likely to be an IHT bill on your estate, here's why your pension should probably be the last thing you spend.
Who We Are
We're Chartered Financial Planners working with private clients and companies across the UK. We help them take control of their finances and plan for a secure future.
We're part of the LIFT-Financial Group with expertise in insurance, mortgages and financial planning for individuals, companies and sports professionals.
Our clients come first and we never stop learning and challenging ourselves to improve. We aim for our standards of service and advice to be far higher than those of other firms.
Our Chartered Status
This is a badge we wear with pride. Chartered Status is not easy to achieve. It’s only awarded to firms that meet a challenging level of professional standards and we're one of a small minority that have reached that bar. It demonstrates that we work within a strict ethical framework, have a highly competent and knowledgeable advice team, give tailored advice, first class service and always put our clients interests first.
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What We Do
New Downloads - IHT
Our latest free guide tells you all about inheritance tax - how to work out whether your estate will generate a bill and whether you should make any changes now to reduce that bill for your descendants.
Meet the team
We have a great team of people at LIFT, some of whom have been with us since our company launch. As well as our client-facing advisers, we have a dedicated back office and support team all helping make our clients happy.