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.

Do you know all of the services we offer as LIFT-Financial Group? 

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. 

If you are one of the millions of people who have now become lower spenders, what are you planning to do with your money? Sarah Wilson-Trainor has some ideas that may help you when things bounce back to ‘normal’, and the spending begins to rise again.

LIFT-Financial are winners of the CFI.co Award for Best Independent Financial Adviser UK 2021.

Sarah Wilson-Trainor, our Chartered Financial Planner explains why it's important to plan for your children's financial future as early as possible. 

The Budget for 2021 has now been announced by Rishi Sunak and you can read Budget highlights here. 

Did you pledge to improve your finances this year? Now we are two months into 2021, don't let your resolutions slip, we have some tips to help you stick to achieving them!