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

In his latest blog, David Baker discusses using annual bonus payments when making a lending decision.

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

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

Contractor mortgages really don’t need to be overcomplicated, it’s simply a matter of knowing which lender is most likely to be able to interpret a client’s situation and understand their income patterns. As I always say in my blogs this is where a good broker can make the whole process a lot simpler for you. 

Read about why Joel Adams says we should all keep our eyes on the goal; think about our investments in the context of our long-term goals and strategy and not be anxious about the journey we are on.

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. 

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.

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.