Estate Planning

Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.

Lonsdale’s Ray McHugh, IFA, Barnet - Working with Solicitors and Accountants

Friday 29 December 2017

Ray McHugh reviews how Lonsdale are working with Professional Advisers - solicitors and accountants to offer the most appropriate financial advice.

Allan Ross, IFA, Ware - Mitigating Inheritance Tax

Tuesday 11 July 2017

This case study considers how to mitigate inheritance tax, it is part of our 'Value of an independent financial adviser' series

Allan Ross, independent financial adviser Ware qualifies as a Dementia Friend

Friday 26 May 2017

Allan Ross, Lonsdale Services independent financial adviser in Ware, Hertfordshire recently became a Dementia Friend

Lonsdale Services FREE financial planning seminars for 2017

Tuesday 17 January 2017

Due to popular demand we are hosting a further series of financial planning seminars in 2017.

Neil Homer Stafford IFA – When to involve your family in financial planning

Friday 23 December 2016

We assist clients with their estate planning and encourage clients to consider financial planning on a family-wide basis.

Richard Porter IFA St Albans - Get financial advice for your estate planning

Thursday 22 December 2016

Richard Porter independent financial adviser in St Albans reviews how important it is to get independent financial advice for your estate planning

Daniel Stansall IFA Barnet recommends setting up lasting powers of attorney

Thursday 22 December 2016

Lasting Powers of attorney enables you to choose who makes decisions on your behalf if you are unable to make them yourself.

Introducing the Ware financial planning team

Wednesday 21 December 2016

Allan Ross our independent financial adviser in Ware works alongside administrator Natalie Rispin and Jo Ross.

St Albans Financial Advisers offer FREE Inheritance Tax Planning seminar

Tuesday 11 October 2016

The Lonsdale Services St Albans financial planning team invite you and a guest to our FREE inheritance tax planning seminar on 13/10/16 in St Albans

Lonsdale Services host FREE financial planning seminars in Barnet & St Albans

Monday 26 September 2016

St Albans & Barnet financial planning teams host estate planning seminars, to complement the successful pension option seminars earlier in the year

Need financial planning advice?

If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.

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