Financial Planning

Welcome to our Financial Planning section at L&C.

Careful financial planning can help you achieve your life's goals. One way to plan effectively is to consult an independent financial expert to ensure that you are getting the best value for your money with tax-efficient solutions. 

Knowing whom to trust is half the battle, but that’s where we can help.

L&C Investments has teamed up with a range of firms whom our research has identified as being experts in their particular field, and who provide an excellent service in line with the standards that we apply throughout our own business. 

By calling us on:

or filling in the enquiry form opposite, we will put you in touch with one of our selected partners who will be able to help you.

Pension advice – whether you’re looking to start a pension, transfer an existing plan, or simply keen to review your current arrangements, our partners can provide expert advice to help you plan effectively for your retirement.

Portfolio planning - if you wish to review your exisiting investment portfolio, or are looking to build savings for a specific purpose such as paying for education fees, L&C Investments and a selected partner can help.

Buy to let tax planning – whether you are a buy to let novice or a serial buy to let investor, it pays to seek tax advice.  However familiar you may be with procedures, the rules change all the time so it’s wise to keep up to date in order to maximise your profits.

IHT planning – Inheritance Tax (IHT) on your estate can leave your family with a substantial tax bill.  However, there are numerous ways to mitigate this tax and our trusted partners can offer advice on effective IHT planning that could save your family thousands.

Will writing - No one likes the idea of writing a will, but leaving the job undone can cause profound problems for loved ones.

Whether your needs are straightforward, requiring a simple will, or more complex - for example, involving the use of discretionary trusts, our will writing service can take the hassle out of this important process.