We have LIFT-Sport’s first-ever podcast available now! Declan Davies and Alex Carroll talk about the importance of footballers using a financial planner, key trends within the industry and how they can help players plan for a financially secure future.
Following on from our podcast last month Ross Glanfield Partner and Chartered Financial Planner at LIFT-Financial takes a further look into inheritance tax planning and shares some of the options people have available to them. The FCA does not regulate Tax, Trusts or Estate Planning.
We have Ross Glanfield, Partner and Chartered Financial Planner providing an introduction to inheritance tax planning. He explores what inheritance tax is, who it affects and offers some guidance. The FCA does not regulate Tax, Trusts or Estate Planning.
We have Donna Tuohy, our Life Insurance Expert and James Potter, Trainee Financial Planner, talking about life insurance. They discuss what protection is, when you should consider getting life cover, misconceptions associated with cover, the impact Covid-19 has had on the process and protection cover via the workplace.
This podcast features David Baker, Managing Director of LIFT-Mortgages talking to Abbie Gaul our new Mortgage Consultant. Abbie explains the specialist lending options she now brings to the team such as bridging finance, buy-to-let mortgages and providing finance for refurbishment projects and development opportunities.
This episode features special guest Rachel Vahey, Senior Technical Consultant at AJ Bell, discussing the topic of retirement strategy with Jonathan Halsall, Chartered Financial Planner at LIFT-Financial. The podcast will cover planning the run-up to retirement, retirement options and also accessing personal investments alongside your pensions.
This episode features Suzanne McGowan, Head of LIFT-WorkWise, talking about family finances. She will be discussing the basics of a financial plan, saving for children and many other areas you should consider when creating a financial plan to suit your family’s needs.
In this episode, we have special guest Rachel Vahey, Senior Technical Consultant at AJ Bell, who discusses retirement planning with Jonathan Halsall, Chartered Financial Planner at LIFT-Financial. They cover retirement plans, lifetime ISAS, tax relief and many more important topics you may want to consider when planning for retirement.