LIFT-Advice update July 2022

LIFT-Advice update July 2022

Welcome to our Summer update, a round-up of our news and developments from around the business.

An update about LIFT-Financial Group:

As a Group we have had a very busy and positive first half of 2022; welcoming new team members, celebrating internal promotions and winning awards such as AI’s Leading Financial Planning Firm of the Year, Cheshire and Legal & General's Best Broker Firm for Overall Quality (5 advisers and under). We are also finalists for some upcoming awards… wish us luck!

Raising vital funds for The Christie

We continue our fundraising efforts for The Christie, in memory of our dear colleague and friend Daniel Bescoby. So far we have raised over £4000. Our team are involved in some great events such as the Manchester Half Marathon and the Yorkshire Three Peaks Challenge. Find out more here.

Our LIFT-Life team

We are excited to announce our LIFT-Life team continues to grow, we now have a much larger team which means we have the resources to assist even more clients. If you are in need of life insurance please do get in touch and our excellent team will help you, visit our page to find out more. 

We hope you enjoy the warmer and brighter months ahead.

Best regards,

Keith Marcroft

Financial Consultant

Can you see the future?

If you have not already read it, take a look at our blog on Wills and Inheritance Tax Planning

Jewellery Insurance

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Inheritance Tax Planning (Part One)

Our two-part Inheritance Tax Planning is now available on our website

Spring Statement

You can read some of the key highlights here and also download our Spring Statement Summary.

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