Episodes

Dave's 10 years at LIFT 13.04.2022

David Baker, Managing Director of LIFT-Mortgages has just celebrated his 10 year anniversary at LIFT. David and Eleanor Fish look back at the past years, share some highs and lows and David also shares a mortgage market update.

Financial Planning with Footballers 28.03.22

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.

A further look into Inheritance Tax Planning 18.02.22

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.

An Introduction to Inheritance Tax Planning 27.01.22

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.

An introduction to life insurance 18.11.21

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.

Mortgages specialist lending 20.10.21

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.

Retirement strategy with Rachel Vahey 22.09.21

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.

Family finances 16.08.21

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.

Retirement planning with Rachel Vahey 23.07.21

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.

Working with a financial planner 13.07.21

Keith Marcroft, Financial Planner at LIFT-Financial, talks about the steps involved in working with a financial planner and explains the benefits of using cash-flow planning to measure and create a financial plan.

Wills and inheritance tax 20.05.21

Following our recent client survey, our clients have requested a podcast episode about wills and inheritance tax. We have Sarah-Wilson Trainor, Partner at LIFT-Financial, providing an overview of these topics and sharing some of her tips and guidance.

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