Estate Planning

Estate Planning is ensuring your assets go to your intended beneficiaries.

A well drafted Will should ensure this. However in our experience an alarming number of our prospective clients have no Wills, out dated Wills or poorly drafted Wills.

You may also wish to reduce any potential Inheritance Tax Liability. There are numerous exemptions and reliefs providing individuals with a range of options to reduce their potential liability.

Estate Planning is an integral element of Wealth Management and we will advise you accordingly. We will work with your Solicitor and Accountant to ensure that you have an integrated solution.

The Financial Services Authority does not regulate some forms of tax advice and wills.

Please read our Privacy Statement and Legal Information before completing any enquiry form or before sending an email to us.

OakTree Wealth Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 488658

OakTree Wealth Management Ltd, financial planning, discretionary portfolio managers, financial planners, portfolio managers, trustees, wealth managers, wealth advisers, wealth management, financial adviser, financial advisor, financial planning, financial advice, independent financial adviser, private wealth management, private banking, portfolio management, financial planner, financial advice, independent financial planner, money management, wealth manager, private wealth management, portfolio manager, money manager, investment portfolio management, Henley, Henley-on-Thames, Oxfordshire, UK