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

This post is over a year old. There may now be updates to the facts stated and the views of the author. Please read with this in mind or check for more recent articles in LIFT-Financial.

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 others that I think are a worthwhile read. We've also explained how fees are calculated for those who might be considering financial advice.  Take a look at the newsletter here

The full list of contents:

  • How to measure the value of financial planning
  • The next generation of LIFT advisers
  • The Lifetime Allowance
  • Venture Capital Trusts and Enterprise Investment Schemes
  • Interest rate rises
  • Measuring your attitude to risk and capacity for loss
  • Frozen tax thresholds

With a changing financial landscape and personal goals shifting over time, it's important to regularly review your financial situation. Your approach to savings and investments will be very different when you're approaching retirement compared to a 30 something parent or a young professional. Financial planning can help you prepare for these changes in circumstance.

To talk to us about developing your financial plan, please get in touch

Joel Adams – Latest Blog Posts

Continue reading 'The next generation'

LIFT-Financial The next generation

When we launched LIFT-Financial we were very clear on the type of firm we wanted to build, and that was primarily focused on being a Chartered firm and having the people on board that would have the same ethics and reach those same standards.

Continue reading 'The next generation'

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