LIFT-Advice update March 2022

LIFT-Advice update March 2022

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

The Christie

As a Group we have had a very busy start to 2022, we have welcomed new team members, had internal promotions, been made finalists for a number of awards and began to work with The Christie as our new chosen charity in memory of our dear colleague and friend Daniel Bescoby. You will see our team are getting involved in a number of key events to raise money such as the Manchester Half Marathon and the Yorkshire Three Peaks Challenge. Take a look at our charity page here

We need your help with referring us

Now we have settled into the new year we are keen to make this our best year yet! We want to help even more fantastic clients like you. So please do refer us to your friends and family and let us give them a LIFT too!

Keeping you updated

Please see below some suggested blogs and podcasts from across LIFT-Financial Group we have been sharing which we think you will find valuable and informative. If you haven't already don't forget to read our Spring Statement Summary. 

We hope you enjoy the brighter and warmer 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

Don't miss out on the true value of your jewellery

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.

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies