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Welcome to the OLFP Blog and Resources Page

Your essential hub for financial insights, guidance, and wisdom.

As your trusted partner in the journey to financial security and prosperity, we believe in empowering you with knowledge and resources that can illuminate the path toward the summit of retirement success.

How are you Saving for your Child’s Future

August 25, 2023

For most people, having a family requires some financial adjustments to cover the costs of childcare, education, and essentials. Not […]

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Personal Financial Planning for Business Owners

July 12, 2023

To what degree do you expect the business to form part of your assets?   How do you view your […]

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Are you planning to give a gift of money or other assets to someone other than your spouse or civil partner in the future?

July 5, 2023

The basic goal of estate and gift tax planning is to ensure that as much of your assets and property, […]

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Estate Planning for Co-habiting Couples

June 14, 2023

Do you live with your partner? Not planning to “tie the knot” any time soon? Have you thought about what […]

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Inheritance Tax Planning

November 3, 2022

Anyone who owns property or other assets should make a Will. Having an up-to-date Will means your assets will be distributed […]

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