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Set up a Power of Attorney with Charterhouse
Charterhouse Inheritance Planning is based in Glasgow, offering our estate planning service across Scotland. With our specialist expertise in inheritance and estate planning, we ensure your inheritance wishes are protected for you and your family. An estate planning service in Scotland should encompass all aspect of estate and inheritance issues. Basically, an estate planning service should at the outset assess your current estate assets (property, savings and investments).
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Our estate planning service allows you to discuss with us the best plan for you to pass on these assets upon your passing. Depending on your circumstances, our estate planning service in Scotland will normally include arranging a Will, Will Trusts, Power of Attorney, or Inheritance Tax Planning. Consideration of arranging a Family Trust to protect your estate for intended inheritances may also be relevant.
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Planning ahead is vital to ensure any risk to your estate with inheritance legislation and taxation liabilities can be mitigated. We always offer advice and guidance on the options relevant to your circumstances. Contact our team today to book an appointment with an adviser.
Peace of Mind
Charterhouse work with you to provide you with a bespoke, individual, estate planning service. This ensures that your estate wishes are accomplished exactly as you wanted.
Estate planning isn’t just for the wealthy; it’s for anyone who wants to ensure their loved ones are cared for, and their wishes are respected.
Without a proper plan, your assets could be tied up in legal battles or diminished by taxes. At Charterhouse Inheritance Planning, we understand the complexities of estate management and the peace of mind that comes with knowing your affairs are in order. Whether you’re looking to protect your family home, set up a trust for your children, or minimise inheritance tax, we’re here to guide you every step of the way.
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We work in association with Dallas McMillan solicitors. Our estate planning service in Scotland is conducted in the comfort of your own home
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Appointment times to suit your lifestyle – whether you are retired or still working, we can accommodate appointments daytime, evenings and weekends
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We do not offer so-called “free Wills”, nor are we commission-based
Expert advice from a caring family-run company
At Charterhouse Inheritance Planning, we specialise in creating solutions that address the unique challenges of estate planning. Whether it’s navigating the intricacies of inheritance tax or setting up a family trust, our team is equipped with the knowledge and experience to provide clear, actionable advice.
We also understand that estate planning can be an emotional process, which is why we approach every case with sensitivity and care. Let us help you make informed decisions that benefit you and your loved ones.
How we work
Our process begins with a detailed consultation to understand your unique circumstances and goals. We then craft a bespoke estate plan tailored to your needs, using our expertise in inheritance law and tax planning. Our team works closely with you, explaining every step in plain language and ensuring you’re comfortable with the decisions being made.
Comprehensive estate planning
We give families the time required to provide a full and comprehensive estate planning service. Book an appointment by emailing colin@cipscotland.co.uk, or call Charterhouse Inheritance Planning in Glasgow directly to book an appointment.
