Inheritance planning and asset protection made simple in Glasgow
Charterhouse Inheritance Planning offers expert guidance and advice to clients in Central Scotland and the Scottish Borders, helping families protect their assets and secure their future with tailored inheritance planning and asset protection solutions
Family Owned
Weekend Appointments
Home Visits
Protecting your legacy
At Charterhouse Inheritance Planning, our mission is simple: to provide families in Glasgow and the wider areas of Scotland with the tools and advice they need to protect their assets and secure their future. We understand the challenges of inheritance planning, from navigating complex tax laws to ensuring your wishes are honoured. That’s why we offer personalised solutions tailored to your unique circumstances. With more than 15-years of expertise, we’re committed to making the process as smooth and stress-free as possible.
We provide our inheritance planning and asset protection services in association with Dallas McMillan Solicitors, who are a leading law firm in Glasgow with specialist expertise in Family Law. Contact us today to learn how we can help you safeguard your legacy.
We offer a wide range of inheritance planning and asset protection services
Will Trusts
Combine the benefits of a will and a trust to provide additional protection for your assets and ensure they are distributed according to your wishes.
Charterhouse Inheritance Planning can help with:
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Inheritance planning
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Estate planning services
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Wills and trusts
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Power of Attorney
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Family trust services
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Asset protection
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Inheritance tax solutions
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Estate law advice
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Probate protection
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Family and financial estate advice
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We offer these services in conjunction with our partner, Dallas McMillan Solicitors.
Why choose Charterhouse Inheritance Planning?
Inheritance planning and asset protection can feel like navigating a maze, but at Chartreuse Inheritance Planning, we make it straightforward. Based in Glasgow, we specialise in protecting your family’s future with tailored solutions that minimise tax liabilities and safeguard your assets.
With more than 15-years of experience, we’ve helped countless families across Scotland secure their legacies. Whether it’s wills, trusts, or estate planning, our expert team is here to guide you every step of the way. We offer flexible appointment times, which can be held at your own home for your convenience. Book an appointment by getting in touch today. You can also read more about our company and click the link below for helpful links and more information.
Our experience was very informative. We required an explanation of a Trust Fund, Wills, Power of Attorney and Probate and the subsequent setting up of the aforesaid documents.
Colin explained all aspects in each area and we are so pleased that everything is now in order for our daughter.
He visited our home twice which gave us time to mull over the initial discussion we had before going ahead with our instructions and we will meet again next year to complete the final part of the paperwork i.e. Power of Attorney.
We can highly recommend the quality of service we received and now feel secure that everything is set in place regarding our wishes for the future.
Marilyn H - Yell Review
Book an appointment today
With appointments available at weekends, here at Charterhouse Inheritance Planning in Glasgow we make the process of planning your estate easy to arrange, so it is protected for the future. Email colin@cipscotland.co.uk or call our team today.
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