The Basics of Inheritance Tax Inheritance tax is due if your estate is worth over £325,000 when you die and it’s not passed to your spouse or a charity. The current rate is 40% above £325,000 and this is paid by the executor of your estate. However, there are several inheritance tax allowances that can […]
Inheritance Tax Planning – What is a Loan Trust? Read More »
Lazenbys Financial Services Ltd are authorised and regulated by the Financial Conduct Authority. Lazenbys Financial Services Limited are entered on the FCA register under reference 811996.
Lazenbys Financial Services Ltd. Registered in England and Wales, under no. 08241393. Registered office address – 1st Floor Stable Mews, Beechwood Estate, Elmete Lane, Roundhay Leeds LS8 2LQ. The Financial Conduct Authority does not regulate on Estate, Tax, or Trust Planning. The value of pensions and investments can fall as well as rise, you may get back less than you invested. If you are unhappy with our service: if you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us: Lazenbys Financial Services Complaints Department, 1st Floor Stable Mews, Beechwood Estate, Elmete Lane, Roundhay Leeds LS8 2LQ. Email: [email protected]. Tel: 0113 322 0700. If you wish to register a complaint, please write to or telephone Alan Lazenby, Managing Director of Lazenby’s Financial Services on 0113 322 0700 or 07545786730. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567. View our privacy policy here.
