Oakfield Lee Financial Planning

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Oakfield Lee Financial Planning

Family focused financial planners based in Wiltshire 🌳🐿️

26/10/2026

Good financial planning starts with being heard. We take the time to listen, explain things clearly and answer every question, however big or small, so you can make decisions with confidence. 🌳🌰

Thank you to our client for taking the time to leave this review. It means a great deal to Becky and the whole team.

If you would like to talk about your own plans, we would be glad to hear from you.

Call 01225 800 480 📱
Email [email protected] ✉
Visit www.oakfieldlee.com 🌐

22/10/2026

In a shake-up to Inheritance Tax (IHT) rules, your pension could become part of your estate from 6 April 2027. 🌳🌰

Pensions have long been a tax-efficient way to pass on wealth, so this change could affect what you leave to your loved ones.

Our guide explains what is changing, how it could affect you, and the options you may want to consider, including gifting, reviewing who inherits your pension, and updating your estate plan.

Read the guide:https://oakfieldlee.com/wp-content/uploads/2026/07/vp-oakfield-lee-iht-and-pensions-ezine-vis2.pdf

To talk it through, call 01225 800 480 or email [email protected].

19/10/2026

You are invited to an evening with Oakfield...🌳🌰

'A practical guide to inheritance tax planning'. Hosted by Becky Lee & Dan Teare 🎯

This event is aimed at those who have, or may have in the future, a liability to inheritance tax and would like to do something about it.

The event will consist of a live seminar on the options available to those wishing to make inheritance tax planning decisions. This will be followed by drinks and refreshments with the opportunity to ask your hosts further questions.

Parking is available on site.

All proceeds from this event will be donated directly to Wiltshire and Bath Air Ambulance who are our partner charity of choice.

Links to ticket are in the comments 👇

We would love to see you there. 🌳🌰

16/10/2026

The Autumn Budget is fast approaching October 28th, and the speculation has already started. 🌳💼

Headlines are written to grab attention, and reacting to them can feel like the sensible thing to do. But decisions based on rumour can be ones you later regret.

Reports of rising tax rates or reduced allowances can sound alarming. But if a change doesn’t relate to your circumstances, there may be nothing to act on.

Our latest article sets out six practical ways to avoid headline-driven decisions ahead of the 28 October Budget Slide to found out more, or visit the article on our website here. 👇

https://oakfieldlee.com/6-useful-tips-for-avoiding-headline-driven-decisions-ahead-of-the-budget/

12/10/2026

Do you know how much State Pension you will receive, and when you can claim it? 🌳🌰

Research from Standard Life suggests half of UK adults don’t, and almost a third are unsure of their State Pension Age.

Our latest guide sets out four steps you can take now:

1). Check your State Pension forecast on the government website
2). Consider filling gaps in your National Insurance record
3). Stay informed about changes to the State Pension
4). Seek professional advice

Download the full guide:https://oakfieldlee.com/wp-content/uploads/2026/02/oakfield-lee-guide-october-vis2.pdf

To discuss how your State Pension fits into your wider retirement plan, call us on 01225 800 480 or email [email protected]

08/10/2026

“They explain everything in plain English, and I trust their advice completely.” 🌰🌳

Reviews like this one are the reason we do what we do. Thank you to our client for taking the time to share such kind words about the team. 🙏

At Oakfield Lee, we believe financial advice should be clear, honest and jargon-free, so you always know where you stand and why. Building that trust with every client is what matters most to us.

If you’d like a conversation about your finances, with no jargon and no pressure, we’d love to hear from you.

👉 Get in touch: https://oakfieldlee.com/

01/10/2026

🚨 5 Common Scams You Need to Be Aware Of 🌳🌰

Scammers are becoming increasingly sophisticated, and unfortunately, anyone can be targeted.

From fake investment opportunities and phishing emails to impersonation scams, knowing what to look out for could help you avoid a costly mistake. 💻📱

In our latest blog, we take a look at 5 common scams you need to be aware of, along with some simple ways to protect yourself.

👉 Read the full blog here:
https://oakfieldlee.com/5-common-scams-you-need-to-be-aware-of/

28/09/2026

Fancy getting your finances in tune? 🎵🌳

Our latest article explores 5 financial lessons you can learn from Queen’s greatest lyrics, from making the most of the present to thinking carefully about your financial future.

It might not be the first place you’d expect to find financial wisdom… but there are some surprisingly useful lessons hidden among the hits! 👑

👉 Read the full article and discover the 5 lessons: https://oakfieldlee.com/guide-5-financial-lessons-to-learn-from-queen-lyrics/

And if the article gets you thinking about your own financial plans, get in touch with Oakfield Lee to see how we could help you plan for the future.

24/09/2026

"I'll do it later" is one of the most expensive sentences in personal finance. 🌳🌰

From decision fatigue to a fear of judgement, there are plenty of reasons financial planning gets pushed down the to-do list. Our latest article explores 6 of them — and how the right support can help you tackle them with confidence.

Read more: https://oakfieldlee.com/6-reasons-why-planning-for-your-future-is-easy-to-delay/

Or contact us today to start your journey of making more financially sound decisions.

21/09/2026

Worried about investing because everything feels so uncertain right now? You're not alone. 🌳🌰

Recent research found that a vast proportion of Brits feel the world is more uncertain than it was a few years ago and it's making many people think twice about investing.

But playing it safe with cash isn't always the safest move for your long-term goals. In our latest blog, we share 5 practical ways to overcome the fear of investment uncertainty:

✅ Focus on what you can control
✅ Define a clear investment goal
✅ Start small
✅ Take a long-term view
✅ Diversify your investments

Read the full article here: https://oakfieldlee.com/5-tips-for-overcoming-the-fear-of-investment-uncertainty/

Want to talk through your own situation? Get in touch — we're happy to help. 📞 01225 800 480🌰🌳

Address

Unit 7, Shurnhold Farm Business Park
Melksham
SN128DF

Website

http://oakfieldlee.com/

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