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Oakleaf is able to help you maximise your wealth, minimise the effects of taxation, arrange appropriate protection for you and your loved ones and help you achieve a bright financial future.
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Retirement planning is about deciding now, what it is you want to do when you finish working and how much you might need to do it.
We all understand tax is used to pay for some really important things, however no one wants to pay more than they need to. Understanding what you should and what you should not pay, is important.
Many of us insure our cars, homes and mobile phones. However far too few of us insure something which is far more important… ourselves!
As the life expectancy of the UK’s population increases, one of the main areas of financial planning comes from older clients looking to improve and extend their needs after retirement.
Estate planning generally forms part of an overall generational planning strategy for families and loved ones.