Our Blog

Welcome to LIFT-Lines - regular posts on our areas of expertise. If you'd like to talk about any of the topics we cover in relation to your personal situation, please call us and we'll be happy to help.

Our blogs are meant as general information and shouldn't be taken as advice. Before you make any major financial decisions, please talk to an expert.


Blog Posts

Continue reading 'To offset or not to offset?'

Property To offset or not to offset?

Offset mortgages are not for everyone but can be a useful facility in the right circumstances. Simon Morgan explains the basics with a case study from a recent client. 

Continue reading 'To offset or not to offset?'
Continue reading 'You've used your ISA allowance - what's next?'

Investments You've used your ISA allowance - what's next?

With the ISA allowance now at £20,000, when an investment matures or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment over and this allowance, you may need to consider investing into funds or other investments on a direct basis.

Continue reading 'You've used your ISA allowance - what's next?'
Continue reading 'Keep calm and be prepared when applying for a mortgage'

Property Keep calm and be prepared when applying for a mortgage

If you’re thinking of re-mortgaging or buying a house, before you start looking for the right mortgage, it’s worth spending some time getting all the necessary information together. If you’re not sure what’s needed, the simple answer is every lender approaches things differently, but I can give you a good idea of what may be required.

Continue reading 'Keep calm and be prepared when applying for a mortgage'
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