Estate Planning

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

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

Lonsdale’s Barnet IFA’s recommend you regularly update your will

Friday 29 July 2016

Over 50% of the UK adult population do not have a will, (source: Will Aid). Lonsdale Services Independent Financial Advisers recommend you make one.

Our Barnet IFA's host free inheritance tax planning seminar- Barnet, 21/9

Friday 10 June 2016

The Lonsdale Services Barnet team invite you and a guest to our FREE Estate Planning seminar on Wednesday 21st September 2016

Sign up for Lonsdale Service’s free Inheritance Tax Planning Seminar – 13/10

Thursday 12 May 2016

The Lonsdale Services St Albans team invite you and a guest to our FREE Inheritance Tax Planning (IHT) Seminar on 13/10/16 at Verulam Golf Club

Why inheritance tax planning is essential?

Friday 15 April 2016

Do you understand inheritance tax rules & are you aware how to eliminate or reduce your inheritance tax liability? Read our article to find out more

How effective is your inheritance tax planning?

Monday 15 February 2016

Allan Ross reviews the new Residential Nil Rate Band (RNRB) that will be introduced from April 2017.

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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