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Oakwood Financial Planning
Temple Court, Cathedral Road,
Cardiff, CF11 9HA

Our normal opening hours are 9.00am to 5.30pm
Monday to Friday.

Oakwood Financial Planning looks
forward to hearing from you.



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Financial News

Inheritance Tax Planning

"There are only two certainties in life: death and taxes" - Benjamin Franklin

Inheritance Tax Planning could save your family hundreds of thousands of pounds in tax. The number of people who pay this form of tax is growing rapidly, so will your total asset value provide the Inland Revenue with a tax windfall?

 

This is one tax that can be avoided with careful planning. There are many options available which may appear complex but with Oakwood Financial Planning's help this is often not the case.

 

Would you like more information?

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Oakwood Financial Planning is authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate tax advice and cash deposits.