Inheritance Planning, Estate Planning and Asset Protection made simple

Charterhouse Inheritance Planning offers expert guidance and advice to clients in Central Scotland. 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.

We offer weekday and weekend appointments to fit your schedule.

0141 266 0093

We offer a wide range of Inheritance Planning and Asset Protection Trust services in Scotland

  • 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.

There are many threats to an estate which the general public are not aware of. These threats 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 will legally inherit from you).

Here at Charterhouse Inheritance Planning, we offer expert inheritance planning advice for clients in the Glasgow and central 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 the options open to you.

Why not get in touch with us today?

Charterhouse Inheritance Planning can help with:

  • Inheritance planning
  • Estate planning services
  • Wills and Trusts
  • Power of Attorney
  • Family Trust services
  • Asset protection
  • Property Protection Trusts
  • Inheritance Tax planning
  • Estate family law advice
  • Avoiding expensive Probate
  • Family and financial estate advice
  • How to avoid or limit potential Inheritance Tax

We offer these services in partnership with PRP Legal Ltd Solicitors and our in-house Trustee company CM Charterhouse Associates Trustees Ltd, acclaimed experts in estate law.

Introducer referral programme

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. 

About us

Book an appointment today

With appointments available to suit your lifestyle on weekdays, evenings and weekends. Charterhouse Inheritance Planning in Glasgow make the process of planning your estate and asset protection easy to arrange, to ensure it is protected for the future.
"Excellent service. Took time to explain everything, and at no time pressured us, and gave us time to think about exactly what we wanted. Could not have been more helpful. Would highly recommend"
Mary M
"Advice to review, discuss and update all aspects of our longer term financial, inheritance and estate planning were the goals and strategy requested from Colin. Arranged personal home visits, were completed in a relaxed, timely and very professional manner. Preparation of all documentation and paperwork from Charterhouse & Solicitors (updated Wills, Power of Attorney and Family Trust) were completed and signed in due course. Highly recommend the professional service and diligence from Colin at Charterhouse Inheritance Planning, to ensure peace of mind, that the important and sometimes overlooked aspect of life planning requirements are in place for the future."
B
"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
"I can recommend Charterhouse Inheritance Planning without a shadow of a doubt. Colin is very approachable, very good listener and a fair man indeed. He provides good, solid advice and allows you time to think about things before deciding on best way forward FOR YOU AND YOUR FAMILY. I and my family have used his services for many things such as advice on Trusts, securing Wills and Power of Attorney’s. They have a wealth of experience. You will not be disappointed. We were kept informed every step of the way."
Julie N
"Hassle free First class service with very knowledgeable and friendly staff ."
Joe J
"Colin was very professional and gave us good advice. He is very knowledgeable and has a friendly manner. His communication was excellent through the whole process."
Jane B
"Recently I had the good fortune to come into contact with Charterhouse inheritance planning (Mr Colin Yule) who provided an excellent service to my wife and I by explaining then providing our wills and family trusts in conjunction with a reputable firm of solicitors. I would have no hesitation in recommending Charterhouse inheritance planning to others."
Kevin K
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