Oakway Connect

Financial Planning for Family & Trustees

Family & Trustees

We understand that assurance and security is important in wealth management. Future planning for any number of life events will give you the reassurance that your family and loved ones are protected.

Our advice is based on an understanding of your personal circumstances and is tailored to meet your lifestyle and requirements. We offer the benefit of a long-term relationship helping your plans to remain on track for your retirement.

What do we offer?

Goals-Based Financial Planning
We want your money to work as hard as you do, so we carefully create financial plans that matches investments with your own personal objectives and values. Life changes. So should your financial plans.

Assessing the right protection for your specific needs is essential to any wealth management solution. We can help with protecting your children, setting up trustees for when you retire, and any business relief advice, including gifts and Professional Trustee services.

Tax Planning
Gone are the days when Inheritance Tax was the sole concern of the wealthy. While many people are aware of the need for planning, few still do anything about their potential liability.  Inheritance Tax Planning is just one of the many areas to consider when protecting your family and home – others include Capital Gains Tax, illness and loss of income.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.