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Continue reading 'Inheritance Tax: The Final Insult'

Inheritance Tax: The Final Insult

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...

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Continue reading 'Over 15 years as a Mortgage Broker'

Over 15 years as a Mortgage Broker

In this video, we have David Baker talking about his experience being a Mortgage Broker for over 15 years. He shares some funny stories, the changes he has seen within the industry, and the growth of LIFT-Mortgages over the years. 

 

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Continue reading 'Autumn Budget Summary 2021'

Autumn Budget Summary 2021

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.

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Continue reading 'You've used your ISA allowance - what's next?'

You've used your ISA allowance - what's next?

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.

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Continue reading '15 and counting'

15 and counting

This interesting case study shows how our Mortgage Broker Rhys Edwards has been able to work with Rebecca and Maxwell over the last 6 years to secure 15 mortgages! Rhys’ hard work and quick turnaround has helped this couple compete within a very busy and competitive market.

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