Estate Planning And Investment Management, Leeds

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.

Asset & Investment Management

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.

Estate Planning Solutions

Our estate planning solutions 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.

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.

Our Family Of Financial Advisors

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

Risk And Reward In Investment And Estate Planning

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.

Got A Question About Inheritance, Estate Planning Or Investment Management?

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.


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

Contact An IFA Today

Whatever independent financial planning advice you need, we promise both quality and good care – speak to an IFA in Leeds now, or drop us a line with your questions.