Estate Planning Services
Lazenby’s Estate Planning Services
Not many of us like to tackle the subject of passing away, but when it comes to ensuring your cash and assets are assigned to the right people when you’re no longer around, sooner is always better than later.
At Lazenby’s, we are experts in providing impartial, independent advice to make sure your investments and assets are reallocated exactly how you wish. Why not get in touch to arrange a free initial consultation and see how our expertise could be beneficial to you?
How Does Estate Planning Work?
Everyone wants to ensure their investments are well protected, suited to their personal risk profile and of course, tax-efficient. Whilst you’re alive, nobody can do anything with your cash or assets without your consent, but that can quickly change upon your passing. Quality estate planning solutions can ensure the protection of your wealth and assets for future generations, preventing solicitors from interrupting your desires.
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.
Types of Estate Plans
Estate planning is not only preparing for what happens to your assets when you pass away or if you become incapacitated. Therefore, there are a number of different estate planning solutions that you should be aware of:
Our Simple 3-Step Estate Planning Solutions
Why Choose Lazenby’s?
About Lazenby's Financial Services
As a growing, independent financial advisor in Leeds, we understand how important it is to create a secure, long-term financial future. This is not only important for yourself, but for your family too, which as a family-run business, we understand better than most. We genuinely care and appreciate how long-term financial planning will help you to achieve your goals, which is why we’re dedicated to being with you every step of the way.
Got A Question About Our Estate Planning Service?
We’re here to help you make the most out of your investments through smart estate planning and inheritance tax advice. 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.