Your Trusted Partner in Estate Planning
Black Oak Wealth was founded to offer something quietly different; a boutique estate planning service that blends technical expertise with genuine care.
As a fully qualified member of the Society of Will Writers, with a background in financial services supporting those navigating bereavement, we provide the reassurance that clients are working with a trusted and understanding professional.
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Too many families face unnecessary stress during moments of loss - searching for documents, trying to close accounts, and making difficult decisions at a time when clarity and support matters most.
That experience sparked a sincere commitment to do things differently.
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Our service is designed for those who value a personal, considered approach; one that helps them put meaningful protections in place and preserve what truly matters.
Strategic Planning
Wealth should offer freedom, not stress.
Our planning goes beyond the basics, offering thoughtful solutions that bring peace of mind.
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Whether you're securing your family's future, protecting a business, or preparing for life's uncertainties, we guide you through the complexities with care.
Inheritance Tax Planning
Inheritance tax can feel unfair, especially when you've worked hard to build something meaningful.
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While no one can avoid tax entirely, thoughtful planning can make a significant difference.
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Our aim is simple: to help you pass on more of what matters.
Ongoing Service
Estate planning isn't a one-time event; it’s a journey that evolves with you.
Life changes, families expand and financial circumstances shift. That’s why we're here if your circumstances ever require it in the future.
Your life's work deserves to be preserved, and we are committed to making sure your wealth is structured and passed on exactly as you intend.
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Let’s Work Together
We offer a no obligation first meeting on us - please submit the form and we will be in touch.