Our New Office

Our New Office After a successful first year,our team has grown by taking on two new Trainee Advisers and therefore we have recently relocated to our new office space in Old Trafford.  Having a new workspace allows us to develop our team, which will reflect in creating lasting relationshipswith new and existing clients.

Do I need to plan for Inheritance Tax?

Do I need to plan for Inheritance Tax? Inheritance Tax (IHT) is the tax payable on your estate upon your death when it’s passed on to loved ones. Your death estate will be the value of your savings, property, and any other assets combined. IHT is only payable when the death estate exceeds the Nil […]

Broadoak Financial Planning in the Community

Broadoak Financial Planning in the Community At Broadoak Financial Planning, we strive to uphold our core values at all times. One way we have done this is by giving back to our local community. We have recently become a sponsor of the Ashton-on-Mersey Football Club Under 10’s girl’s team. Since 1997 the club has grown […]