Executors have a legal duty to ensure all information is correct when applying for probate or filing an IHT return. Find out more...

Read more from Mike Holden, Founder & Group CEO...

Rob Smith shares his views on the importance of good communication and using less jargon.

We're always looking for new people to join our growing team here at LIFT. Our values, combined with a talented team and exciting career prospects makes being a Paraplanner with us a great opportunity.

Here are some of the headline figures from yesterday's budget and a link to download our Budget Summary Report.

Financial good health is not necessarily about being wealthy, but about having the reassurance that you’ve planned for the future and being confident that you’ve taken the right steps to make the most of your assets. 

As an early adapter of the Education Champion scheme and having recently connected with a local school to take part in the initiative, I believe that this type of programme can have far-reaching positive effects not just on those individuals who take part, but on the society they enter armed with the proper tools to elevate their standing in the wider financial world. 

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.

The Pensions Dashboard - A central register would show every old pension and perhaps also a link into the State Pension, thereby giving people some inkling of what they might have in their pot now and therefore at least a clue toward how much they might have by the time they look to retire. 

Your attitude to risk and resulting investment choices will change over time. That’s why it’s important to regularly revisit your risk profile and make sure investments are selected to suit your capacity for loss.