Asset management and estate planning services in Glasgow
Charterhouse Inheritance Planning offers tailored asset management and estate planning solutions for families and individuals in Glasgow, Central Scotland and the Scottish Borders, ensuring your assets are protected and your wishes honoured.
Plan for the future by calling us today
Family Owned
Weekend Appointments
Home Visits
About our company
Charterhouse Inheritance Planning was established in 2009 and is an asset management and estate planning practice based in Glasgow, serving the Scottish public. We advise our clients on all aspects of estate and inheritance planning, with our expertise ranging from Wills and Power of Attorneys to estate planning, Will trusts, family trusts and inheritance tax issues. Our client service encompasses all essential advice on planning your inheritances. This includes the preparation and execution of the relevant legal deeds and documentation.
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We work closely with our registered financial advisor partnerships to assist and advise our clients. Our total commitment is to provide you with an unrivalled professional service, encompassing all areas of successful estate planning for our clients estates and assets.
Expertise on inheritance planning:
Charterhouse Inheritance Planning work in association with Dallas McMillan solicitors. This working relationship offers you a total commitment to advise you correctly in all aspects of estate and inheritance planning. Dallas McMillan solicitors, established in 1875, are a leading law firm based in Glasgow city centre, with specialist expertise in Family Law. They have an enviable reputation for their expertise in estate and inheritance planning, solving legal issues, and the preparation of legal deeds and documentation. As with all law practices, they are governed by The Law Society of Scotland.
Peace of mind for you:
Our core purpose is to secure the future benefit for the client, their family and loved ones – to ensure peace of mind for all the family. Charterhouse Inheritance Planning has a proven track record of satisfying our clients life-planning needs and wishes. Our primary aim is to exceed their expectations.
About the Charterhouse service:
The Charterhouse work ethic is simple – no matter what the clients family and financial situation is, we always advise what is best for the client. To give our clients this exceptional high quality of advice and allow them the satisfaction of receiving a service beyond their expectations, we operate an unrivalled mode of operation.
Flexibility of appointments:
We meet you in the comfort of your home. In discussion with you, we evaluate your family circumstances. Importantly, your financial circumstances and your wishes as to what you would like to happen in the future. In particular, your estate and assets and how you would like them distributed after death.
Advising on the options
Once we have the “overall picture”, from this information, we will advise you of all options available and the relevant costs. This ensures that your expressed wishes will actually happen. We will advise and explain thoroughly any risks to your estate assets. You will be advised a detailed breakdown of costs and legal outlays for all options.
We advise – you decide:
We also encourage our clients to set up a meeting with their adult children to explain the issues and solutions discussed. You decide what option you prefer, and we will then take formal instructions from you to help with asset management and estate planning.
The process:
Formal instruction allows us to commence the process for preparation of the legal deeds and documentation
Once all documentation has been prepared, we bring this to you for formal signing and witnessing You will be supplied with copies of all signed documentation
Book an appointment with our experienced team
Charterhouse Inheritance Planning in Glasgow offers expert asset management and estate planning services, including wills, trusts, and inheritance tax solutions. Email colin@cipscotland.co.uk or call our office today.
