As we step into 2022, find out more about the many services we offer that could help you take control of your finances.

Having spent a lifetime accumulating assets out of taxed income and paying tax on interest, dividends and capital gains, the final insult is surely a demand from HMRC for 40% of the value of your taxable estate at a time when your family least need it...

This year, we have recruited many new starters, had a lot of our employees reach significant anniversary milestones with us and celebrated the 10th anniversary of The LIFT Academy! Read all about it here. 

Chancellor Rishi Sunak used the Autumn Budget 2021 to invest taxpayer money in long-term plans. You can read some of the key highlights here and also download our Autumn Budget Summary.

With the ISA allowance now at £20,000 or £40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.

A recent report from the Government proposes an increase to the minimum pension access age from 55 to 57. This blog aims to highlight some of the key issues you should consider to allow you to keep your retirement plan on track.

Only 50% of households with mortgages have life insurance; are you one of them that doesn’t? Donna Tuohy, our life insurance consultant, explains why you need to make sure you and your family are protected.

If you are one of the millions of people who have now become lower spenders, what are you planning to do with your money? Sarah Wilson-Trainor has some ideas that may help you when things bounce back to ‘normal’, and the spending begins to rise again.

LIFT-Financial are winners of the CFI.co Award for Best Independent Financial Adviser UK 2021.

Sarah Wilson-Trainor, our Chartered Financial Planner explains why it's important to plan for your children's financial future as early as possible.