Tax Planning

Nothing is certain but death and taxes…

The Importance Of Tax Planning

We all understand tax is used to pay for some really important things, such as hospitals, roads and schools however no one wants to pay more than we need to and, therefore, understanding what you should and what you should not pay, is important.

Taxation is a complicated area of personal finance, Oakleaf can identify opportunities to reduce the amount of tax or mitigate tax such as Inheritance Tax.

And it is not just tax you pay today, planning for the future can ensure your family receives as much of your estate as possible, rather than paying unnecessary Inheritance Tax at current rates.

Questions you may wish to ask us

Do my children have to pay tax?

How can my savings and investments work more tax efficiently?

How could my family benefit, by following tax advice on my estate?

How much will my family have to pay if I leave them my estate when I die?

Which products should I invest in to utilise my tax allowance?

Contact us now for a FREE initial consultation!

Oakleaf can provide expert advice in the following areas


Retirement Plans

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.


Wealth Management

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.



Many of us insure our cars, homes and mobile phones. However far too few of us insure something which is far more important… ourselves!


Get In Touch

Contact us now for a FREE initial consultation or call us on 0113 268 4341!

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Oakleaf Independent Financial Services Ltd

Authorised and regulated by the Financial Conduct Authority. Oakleaf Independent Financial Services Ltd is entered on the Financial Services Register ( under reference 707473.


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