Estate Planning UK

Looking for leading, independent estate planning solutions in Leeds? The team at Lazenby’s are proud to provide expert estate planning and investment management services. Our extensive experience in financial services ensures a first-class service you can rely on for transparent advice.

Our Estate Planning Solutions

Our estate planning advice will maximise your tax efficiency, using a range of schemes to mitigate inheritance tax liability so you can pass on more of your wealth to the people that really matter.

As financial advisors, a vital part of our job is to help you reach achievable goals, taking your attitude to risk into account. It is essential your portfolio works for you.

NB: The value of the investment can go down as well as up and you may not get back as much as you put in.

Why Choose Lazenby’s?

Sustainable & Ethical Investments

With the ability to advise on sustainable and ethical investments, we’ll only select products that fit your objectives - whether that’s for growth, income or both - based on your personal risk profile.

Hassle-Free

We take the hassle out of estate planning advice UK. Our team takes pride in ensuring you a secure future where your personal goals are met. You’re in control.

Committed To Client Care

Our job is to make the money you’ve worked so hard for work hard for you and your loved ones, through robust investment, inheritance tax and UK estate planning.

Access To Investment Market

We have access to funds from the whole of the investment market and dozens offshore bond providers. As a result, our services are flexible and bespoke to your personal goals.

With You For Life

At Lazenby’s, we’re ‘with you for life’.

As a growing, independent financial advisor in Leeds, we understand how important it is to create a secure future. This is not only for yourself, but for your family, too. As a family-run business, we genuinely care and understand how long-term financial solutions will help you to achieve your goals. We’re with you every step of the way.

From Investment Management to Inheritance Tax, the team utilise their knowledge and leading expertise to find the right financial solutions for you.

Our Process

Step 1 of the process is an initial meeting that allows us to get to know you and you to get to know us. This meeting is entirely at our expense – it’s important that you have the opportunity to see how we work, and how we can help you. You’re under no obligation to proceed with our services.

Fast forward to the last step in our process: our on-going review service. Estate planning isn’t a one-off event; it’s a journey that our experts can guide you through to ensure you receive the best, independent advice for your needs.

NB: The FCA does not regulate Trusts and some forms of Offshore investment and Inheritance tax planning.

About Lazenby’s

As a family-run team, Lazenby’s understand the importance of a long-term, secure financial future.

Our friendly and professional financial advisors will join you on your journey of wealth management, helping you to provide for your family every step of the way.

From Investment Management to Mortgage Advice and Pensions, the team utilise their knowledge and leading expertise to find the right financial solutions for you.

“Alan’s knowledge and expertise in the world of investments and wealth management is truly exceptional. For a person who isn’t the best with numbers and calculations, Alan has helped me understand, plan and more importantly, put into practice a long-term financial plan that will ultimately mean I will be able to retire when I want to, knowing that my financial future from that point on, is secure.”

– P Storey

Got A Question About Estate Planning?

We’re here to help you understand estate planning UK and make the most out of your investments. Our family-run team are here for you with jargon-free, honest advice. For secure, financial solutions, drop us a line.

NB: The FCA does not regulate Trusts and some forms of Offshore investment and Inheritance tax planning.

Looking for estate planning Leeds?