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Individual planning
Saving and investments
Retirement planning
Financial protection
Wills, Trusts and Lasting Power of Attorney
Tax planning and mitigation
School fee planning
Business planning
Business protection
Employee benefit schemes
Shareholder and partnership protection
Workplace pensions
Who we work with
Business owners and entrepreneurs
Professionals
Financial sponsors and executives
Sports, media and entertainment
About us
Meet the team
Our fees
FAQs
Insights
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Saving and investments
Retirement planning
Financial protection
Wills, Trusts and Lasting Power of Attorney
Tax planning and mitigation
School fee planning
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Business protection
Employee benefit schemes
Shareholder and partnership protection
Workplace pensions
Folder: Who we work with
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Business owners and entrepreneurs
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Financial sponsors and executives
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Folder: About us
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Inheritance Tax Reforms: The clock is now ticking
Inheritance Tax David Stead 31/07/2025 Inheritance Tax David Stead 31/07/2025

Inheritance Tax Reforms: The clock is now ticking

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Oakcrest Private Office is a trading style of Corbel Partners Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Registered Number: 14893461.

Our complaints procedure is available on request, and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk.

The information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.

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