Have you pledged to improve your finances this year? Now we are nearing the end of January, don't let your resolutions slip, we have some tips to help you stick to achieving them!

With a LIFT-Financial adviser on your side, you may be able to retire earlier than you expected! Is 2022 the year you will begin to prepare for your retirement, Ross Glanfield offers some guidance in this blog. 

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.

Growing your opportunities after retirement is very important and managing your financial situation will help. Do you have several pensions set up from previous employers? Daniel Barrett has some useful advice about the process of pension consolidation.