LIFT-Financial – Blog Posts

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...

Continue reading 'Inheritance Tax: The Final Insult'
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 'Growing your opportunities after retirement'

Growing your opportunities after retirement

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. 

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