How we help

Wealth preservation and passing on assets to loved ones are crucial aspects of financial planning. Through tailored planning, we will navigate you through the financial complexities of estate planning helping you safeguard your wealth, minimising any tax liabilities and ensuring a smooth transfer of assets to future generations. Ultimately this will give you peace of mind that your assets will be preserved and passed on to your loved ones as you desire.

Lifetime Cashflow Planning;

A key part of the planning process centres around Lifetime Cashflow Planning which helps us plan and adapt to real life events, before, during and after they happen.

We use interactive Cashflow Forecast software that allows us to help you visualise your financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.

At Oaktree Wealth Management we produce a bespoke forecast for our clients to help project the values and sustainability of your finances when taking account of your expenditure needs and
assumptions around different factors such as inflation, investment returns and age at death.

If you have investable assets of £100k+, contact us for a free personalised demonstration of our Lifetime Cashflow Planning analysis.

Case Study

Simon

Simon has Power of Attorney over his Mother, Margaret’s finances. He approached us for advice as he was worried about potential Inheritance Tax in the event of her death.

We reviewed Margaret’s financial position and recommended the restructure of some of her assets into an investment that allowed them to be immediately protected from Inheritance Tax and still allowed Margaret to continue to draw an income from the funds.

We also helped monitor the investments and provided regular reviews to Simon and Margaret which helped Simon as he did not want to manage it himself, and also gave Margaret peace of mind that her assets could be passed on to her son in its entirety in the event of her death.