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:
Wills
A legal document stating who you wish to inherit your assets after you die.
Assignments / Lasting Power of Attorney
A legal document that allows others to make decisions on your behalf either if you’re away or incapacitated.
Health Care Proxies
A legal document that allows others to make health care decisions on your behalf if you become incapacitated.
Trusts
A setup that allows assets to be managed by others (trustees) in the event of death or incapacitation.
Our Simple 3-Step Estate Planning Solutions
- Initial Consultation: As with any collaboration in life, ensuring each party’s values and expectations are aligned from the get-go is paramount. Our initial meeting not only allows us to get an understanding of your background and situation, it also lets you get to know how we work and how we can help.
- Estate Planning Preparation: With access to the whole of the market, we can research and present the best options available for your unique goals and risk profile. By setting up trusts, foundations and managed companies, we not only actively protect your privacy but can provide a tax-effective solution to managing estate duties, capital gains tax deferral and income tax.
- On-Going Reviews: 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. With eyes in corner of the investment market, we’re able to keep you informed of the latest opportunities and any changes to legislation that might affect directly affect you.
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 organising your estate plan. 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, your family and your loved ones, through robust investment, inheritance tax and estate planning.
Access To Investment Market
We have access to funds from the whole of the investment market and dozens of offshore bond providers. As a result, our services are flexible and bespoke to your personal goals.
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.
From investment management to inheritance tax planning, the team utilise their knowledge and leading expertise to find the right estate planning solutions for you.
Alan has a rare understanding of how the world works and how money affects events and vice versa. My intuition led me to him, after I realised my last IFA's grasp of finances wasn't to be trusted in the present climate. Alan explains matters clearly and responds quickly to concerns - he is very generous with his time and knowledge. His investment advice paid for itself within a month of shifting investments through Lazenby's - we know investments can go up or down, but this was a complete turnaround for me. He should have his own show, but in the meantime, if you're looking for an IFA, look no further!
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.
