I'm planning my legacy
For those who matter most.
Support that spans generations
At this stage, you’re thinking about the impact your wealth can have beyond your own lifetime. You may want to support your children, grandchildren or causes that are important to you, while ensuring your affairs are organised and your wishes are clearly understood.
Many people want to see more of their wealth benefit their family or the causes they care about, and not lost unnecessarily to tax.
Here, you maybe focusing on
- Inheritance tax planning
- Intergenerational wealth transfer
- Gifting strategies
- Estate planning
With careful planning, you can take steps to reduce the impact of inheritance tax and preserve more of your wealth for the people and causes that matter most.
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 help you understand the options available and create a strategy that balances your own financial security with the legacy you hope to leave. 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.
We will help you
- Develop inheritance tax planning strategies
- Explore gifting and wealth transfer opportunities
- Review estate planning arrangements
- Help ensure assets pass efficiently to beneficiaries
- Create a coordinated plan aligned with your wishes and values
*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.
