Inheritance Planning, Estate Planning and Asset Protection made simple
Charterhouse Inheritance Planning offers expert guidance and advice to clients in Central Scotland and the Scottish mainland. We assist families to arrange the protection of their assets and secure their family`s future with tailored inheritance planning, estate tax planning and asset protection trusts
Family Owned
Weekend Appointments
Home Visits
Protecting your legacy
Everyone expects that what they want to happen to their estate and their intended inheritances will happen automatically. However, failure to plan ahead without proper inheritance planning advice for asset protection can seriously affect the value of your estate for your inheritances.
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There are many threats to an estate that can seriously reduce the value of your estate for your intended inheritances. For example Inheritance Tax (commonly known as IHT), Care Home costs and The Right to Succession Act (which sets out what share a person can legally inherit from you).
Here at Charterhouse Inheritance Planning, we offer expert inheritance planning advice for clients in the Glasgow and the wider areas of Scotland. Our family-run company offers a specialist service and has more than 15-years of experience. Our professional inheritance planning covers all aspects of estate planning, inheritance protection, inheritance tax issues, asset protection trusts and the financial planning of your assets, including Wills, Power of Attorneys and Family Trusts.
The timing for planning to protect family inheritances is crucially important, as there can be time-limiting issues that will affect your estate and your intended beneficiaries. Take action today to protect your assets with our help. We offer impartial advice through personalised in-home consultations which assess your family and financial situation and guide you through options. This is done on a non commission basis.
Why not get in touch with us today?
We offer a wide range of Inheritance Planning and Asset Protection Trust services in Scotland
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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Property Protection Trusts
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Inheritance Tax planning
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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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How to avoid Inheritance tax
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We offer these services in partnership with Taylor Henderson Solicitors.
Why choose Charterhouse Inheritance Planning?
Inheritance planning and asset protection can feel like navigating a maze, but at Charterhouse Inheritance Planning we make it straightforward. Based in Glasgow, we specialise in protecting your family’s future with tailored solutions that minimise tax or completely avoid tax liabilities - securing your asset values to pass on to your family and loved ones.
With more than 15-years of experience, we’ve helped countless families across Scotland protect assets for their family inheritances. Whether it is 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 to suit your lifestyle on weekdays, evenings and weekends here at Charterhouse Inheritance Planning in Glasgow we make the process of planning your estate and asset protection easy to arrange, so it is protected for the future.
Email colin@cipscotland.co.uk or call our team today.
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