Being independent allows us to work on YOUR BEHALF!!
Are you concerned what will happen to your estate on your death?
What Inheritance tax, if any, would be payable? (previously known as
"Death Tax").
Would you like to gift monies to grandchildren or set up a Life Insurance
Trust for beneficiaries?
Are you concerned what would happen if you required long term care. How
would you pay nursing home fees?
We can provide you with the appropriate advice and guidance to help safeguard
your estate for your family, and ensure your wishes are taken care of.
Back to Our Services
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Rickard Lazenby Financial Services Ltd is authorised and regulated by the
Financial Services Authority. Rickard Lazenby Financial Services Ltd is
entered on the FSA register (www.fsa.gov.uk/register/) under reference
150485.
The FSA do not regulate some forms of Inheritance Tax Planning.
For advice on any of the above, Contact Us
now.
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