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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. 

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Savings & Investments – Blog Posts

Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'

LIFT-Financial Summer newsletter - fiscal drag, risk profiling & more

Ever wondered how 'fiscal drag' is affecting your tax bill? Or why assessing your attitude to risk is one of the first steps an adviser has to take when you're considering investment opportunities?  Our latest newsletter has concise articles on both these areas plus some others that I think are a worthwhile read.

Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'
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?'
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