02922 644 817

Inheritance Tax Advice

We understand that planning for the future not only involves securing your own financial well-being but also considering the legacy you leave behind for your loved ones. Our dedicated team of experts is here to guide you through the complexities of inheritance tax, offering strategic advice to help you navigate this important aspect of wealth preservation.
  • Trust Planning – Discounted Gift Plan, Enhanced Gift Plan, Excess Gift Plan, Later Life Planning scheme, Loan Plan
  • Investment Bonds both national and international
  • Whole of life plans

Contact an Adviser

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Tailored To You

We approach inheritance tax planning with a deep understanding of your unique circumstances and objectives. Our aim is to create a tailored strategy that addresses your concerns while aligning with legal frameworks and regulations.

Estate Planning

We understand the importance of preserving your wealth for the benefit of your loved ones. Our commitment is to ensure that your estate planning is conducted with utmost care, sensitivity, and adherence to regulations.
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expert team on hand

Expert Team on Hand

If you’re facing an imminent inheritance and require fast inheritance tax advice, don’t hesitate to get in touch with us. Our experts are standing by to offer the guidance and support you need to navigate this important financial transition successfully.

Inheritance Tax Guide

Fill out your details below and we will send our inheritance tax guide to your email address. If you would like a no obligation consultation, please get in touch with us on 02922 644 817 or fill out our contact form.

About Wise Wealth Management

We provide financial advice to individuals and business in and around the Cardiff and Bristol areas. Our advice is tailored to meet you personal and/or business objectives for the short and long term. As a business geared for growth, our underlying focus is to build and develop long-lasting relationships with our clients.
Some of the advice and solutions we provide to our clients are Retirement Planning, Investment Planning, Protection Solutions, Income Tax Planning, Estate Planning and more.
We are committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on personal development, This, along with the pride and dedication that we place on developing solid personal relationships with our clients, ensures that we are able to offer a rounded, professional and principled service.
We invest heavily in technology and see the future of our industry leaning towards personal advice deliver alongside the help of software. We use Cashflow modelling to take a clients finances and plug it into a visual graph that shows a projection of their future.
As a representative of St. James’s Place, we offer a unique combination. The reputation and security of a FTSE 100 company, trusted with over £150bn of client funds, and the personal touch of a highly qualified, local financial adviser.
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Agree on-going reviews and bespoke communication

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Recommendations and implementing of plans

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Getting to Know you / Review Meetings

Our
Advice
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Evaluation and analysis

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Planning Meeting & Cashflow Modelling
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Retirement Planning

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Get in Touch With Us Today

Cardiff Office:

3rd Floor, 2 Kingsway, Cardiff, CF10 3FD

Bristol Office:

SJP House, 2160, the Quadrant, Bristol, BS32 4AQ.

Monday: 9:00am to 5:00pm

Tuesday: 9:00am to 5:00pm

Wednesday: 9:00am to 5:00pm

Thursday: 9:00am to 5:00pm

Friday: 9:00am to 5:00pm