I'm planning my legacy
For those who matter most.
Support that spans generations
It’s easy to think legacy planning only begins after you’re gone. And while that’s part of the picture, it’s equally about how you manage your wealth today.
Many people want to see more of their wealth benefit their family or the causes they care about, and not lost unnecessarily to tax.
With the right guidance, your wealth can be structured thoughtfully and responsibly, so more of it reaches the people you care about. The result is a legacy built on intention, care, and family values, one that supports those you love now and for generations to come.
Do you find yourself wondering…
Are there ways to reduce the tax my family may pay?
When should I consider gifting during my lifetime?
Is my estate plan aligned with my wider financial goals?
Are trusts right for my family and circumstances?
If so...
We can help
We support you in taking a structured, long-term view of your wealth and how it may be passed on. This can include exploring lifetime gifting, the potential use of trusts, the use of valuable exemptions and reliefs, and even creating a will*, as part of your wider financial arrangements.
By looking at how these elements work together, we provide advice that helps protect your family, preserve more of your assets, and create a plan that adapts as circumstances change over time.
*Will writing involves the referral to a service that is separate and distinct to those offered by Oakpath Financial Planning. Wills are not regulated by the Financial Conduct Authority. The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances. Trusts are not regulated by the Financial Conduct Authority.
The outcome?
You’ll gain understanding
By having a clear view of how your estate is structured, what options are available, and how different decisions could affect your family and loved ones.
You’ll have reassurance
Knowing that your plans are tax-aware and aligned with your intentions, giving you peace of mind about your affairs and the people you care about.
You’ll create continuity
Through a legacy that supports the people and causes you care about, delivered in a way that reflects your wishes and stands the test of time.
Nick helped understand my income, assets (investments, pensions, etc.), and current and future outgoings and ‘cost of living’, and as part of his planning mapped out my asset portfolio and likely return based on various scenarios. The returns have been really good, and, importantly, his counsel on whether to make tactical investment decisions as part of our overall investment strategy has been invaluable.
Verified client, Warwickshire
A client since 2022
Nick spent the time to understand my situation and the type of retirement that I would want. He made me feel at ease and explained everything in easy-to-understand language and by using visual aids to help with my understanding.
Throughout the process, Nick was extremely professional. I look forward to our ongoing regular review meeting to make sure that my retirement plans are ‘on track’.
Verified client, Hampshire
A client since 2024
After my husband passed away, I found myself overwhelmed with the responsibility of managing pensions, investments, and insurance on my own. Working with Nick has been an incredible source of clarity and support during one of the most difficult periods of my life.”
Verified client, West Sussex
A client since 2022
