Investment, Inheritance Tax & Estate Planning

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.

If you’re seeking independent, transparent estate planning solutions or investment management in Leeds, the experienced team at Lazenby’s promise a first class service.

With access to Funds From the whole of the investment market and dozens offshore bond providers, our investment management services are flexible and completely tailored to your personal requirements. We consider your end goals and attitude to risk, ensuring a portfolio that works for you.

We’re completely committed to client care, taking the hassle away from investment management while keeping you in control. 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 estate planning solutions.

Investment management doesn’t come without risk – so it’s our job to ensure you’re armed with all the information necessary to make educated decisions that fit your favoured approach.

Balancing risk and reward doesn’t happen at random, so we only select investment funds that fall into the first or second performance quartile over a five year period. By giving you access to the best investment and estate planning strategies on the market, you get even better peace of mind.

We’re here to demystify inheritance tax and estate planning, giving you solutions that will offer more security for your life… and beyond. For high quality estate and investment management in Leeds with a personal touch, please drop us a line for an informal chat.