Inheritance Tax Planning

The composition of your estate, your personal circumstances and the location of your assets all have an impact on your estate’s inheritance tax liability – our advice will help simplify this complex area.

With inheritance tax planning advice, you can help to ensure that family members keep as much asset as possible.

We will help you to organise your affairs and plan for the future by making the most of available reliefs, exemptions and opportunities available to you. As family-run financial advisors, we understand how important it is to prepare a secure future for loved ones. We promise quality, expert advice with a personal touch.

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 For Inheritance Tax Advice?

Experience & Expertise

With over 20 years’ experience in managing money for others, the Lazenby team utilise their knowledge of latest legislation, current affairs and markets to determine how they might impact a small investor.

Independent Advice

As independent financial advisors, we give advice free of providers, bank, and large company influence. Our advice is always tailored to your personal needs.

Committed To Client Care

Money isn’t just a number. It means a secure, comfortable future for you and your family. Our job is to make the money you’ve worked so hard for work hard for you and your loved ones.

Peace Of Mind

We take the hassle out of inheritance tax planning advice. Our team takes pride in ensuring you a secure future where your personal goals are met.

With You For Life

As a family-run team, Lazenby’s understand the importance of a long-term, secure financial future. At Lazenby’s, we’re ‘with you for life’.

From the moment you get in touch with us, you’re in good hands. The initial meeting is a complimentary, no-obligation opportunity to discuss your needs. It is also a great opportunity to show you how we work and how we charge for our services.

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.

“We have known Alan for some years, and have found his attitude to financial affairs to be one of true professionalism. As a result, he is able to give reasoned investment advice for his clients, and takes great pains to advise us properly, based on our needs, desires and knowledge. He is a caring and thoughtful person, who is very easy to get on with, and we trust him with implicitly with our investments. We feel very comfortable welcoming him into our home or by telephone to give us advice.”

– C & D Etchells

Got A Question About Inheritance Tax?

Our team help to demystify your questions about inheritance tax, estate planning and investment management. We’re here to guide you through often complex or confusing processes with ease, to help you achieve long-term security and peace of mind for you, and your family.

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

Looking For Inheritance Tax Advice?