Lazenbys Financial Services Ltd

09/09/2026

🍂 Autumn Budget 2026: Should you make changes to your finances before 28 October?

With the Autumn Budget now just around the corner, there’s likely to be plenty of speculation about pensions, Inheritance Tax, Capital Gains Tax, property and other potential changes.

But should you act now?

Our latest blog looks at what’s confirmed, what’s speculation, and what you may want to consider before 28 October.

Rather than reacting to headlines, we explore why this could be a useful opportunity to review your existing financial plan — including your pensions, investments, retirement plans, estate and gifting strategy.

Follow the link in the comments to read the full blog 🫵

24/08/2026

☕🍰 Coffee, cake & a great cause! 💜

Join us at Lazenby’s Financial Services on Thursday 1st October for a Charity Coffee & Cake Morning in support of Martin House Children’s Hospice.

We’ll have plenty of coffee, plenty of cake, relaxed networking — and a member of the Martin House team joining us to share more about the incredible difference they make to families across Yorkshire. 💜

📅 Thursday 1st October 2026
⏰ 11am–1pm
📍 Lazenby’s Financial Services, Roundhay, Leeds

🎂 Keen baker? Cake donations are very welcome!
💷 No charge to attend — just a donation to Martin House on the day if you can.
🤝 Pop in for 30 minutes or stay for the whole morning!

Come for the cake, stay for the conversation, and help us raise as much as we can for an incredible local charity.

Spaces are limited, so reserve your place via the Events page on our website.

We’d love to see you there! 💜☕🍰

12/08/2026

It's Financial Awareness Day on Friday, so our MD, Alan Lazenby is heading to the breakfast show on BBC Radio Leeds to talk pension planning with host, Colson Smith.

Tune in Friday 14th August at 7.35am to hear Alan talk all things pensions!

04/08/2026

💬 Welcome to our new regular feature: Ask Alan 💭

Each month, our Managing Director and Independent Financial Adviser, Alan Lazenby, will answer some of the financial questions we're most often asked.

This month's question is:

"I'd like to gift my grandchild around £250,000, but I'm unsure of the best approach and the potential tax implications. What should I consider?"

A significant gift can make a real difference to your loved ones, but it's important to understand the potential tax implications and the options available to you.

In his latest video, Alan shares some of the key considerations before making a substantial gift, including why taking professional advice can help you maximise your generosity while avoiding unnecessary tax pitfalls.

🎥 Watch Alan's response below.

Have a financial question you'd like Alan to answer in a future Ask Alan feature? Leave it in the comments or send us a message – we'd love to hear from you.

28/07/2026

🎟️ Tickets are now available for our Charity Coffee & Cake Morning 🍰

🍰 There is no charge to attend, but guests are encouraged to make a donation to Martin House. Contributions of cakes are also very welcome.

The event will be held from 11am - 1pm, feel free to pop in for 10 minutes, an hour or the whole morning ☕

Spaces are limited so book your place now following the link below.

https://lnkd.in/dSbh8PAF

06/07/2026

Some days in the office are all about productivity... and some are all about perfecting the art of relaxing! 🐾💤

Our four-legged team members, Dash and Dougie, have clearly decided today falls into the second category.

While Dash has curled up in her cosy bed, Dougie has claimed his very own office chair next to Dee's desk—because every hardworking office dog deserves a comfortable workspace too! 🪑🐶

They may not answer the phones or attend client meetings, but they certainly keep spirits high, encourage the occasional tea break, and remind us all that it's okay to slow down every now and then.

Safe to say, they're both taking their role as Chief Wellbeing Officers very seriously today! ❤️

Do you have any furry colleagues who brighten up your working day? We'd love to see them in the comments! 🐕🐾

15/06/2026

✨ One of the most rewarding parts of hosting our Wealth & Wellbeing event on Thursday has been receiving such positive feedback from attendees.

Knowing the event made an impact makes all the hard work worthwhile.

Thank you to everyone who joined us and shared their experiences. Here's to many more events, conversations, and connections in the future. ✨

11/06/2026

Due to today's rainy forecast, we will now be hosting our Wealth & Wellbeing Event at our head office in Roundhay 🌧

Please get in touch if you have any queries.

08/06/2026

⏰ Just 3 days to go! ⏰

Our Wealth & Wellbeing Networking Event is almost here, and this is your last chance to secure your ticket.

Join us for an inspiring morning of networking, practical financial insights, wellbeing discussions, and meaningful conversations with like-minded professionals. Tickets include lunch.

Spaces are limited and booking closes soon.

🎟️ Get your ticket here: https://lazenbysfs.co.uk/wealth-and-wellbeing-networking/

21/05/2026

Here’s a sneak peek at what’s coming to our Wealth & Wellbeing Networking Event on 11th June ✨

Check out Lazenby’s Financial Services’s video.