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Protect your estate for future generations
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 inheritance protection can seriously affect the value of your estate for your inheritances.
Here at Charterhouse Inheritance Planning, we offer an astute inheritance planning advice service in 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 and the financial planning of your assets, including Wills, Power of Attorneys and Family Trusts.
The timing for planning to protect family inheritances is extremely 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 family and financial situations and guide clients through options. This is done on a non commission basis. Why not get in touch with our team today?
Inheritance planning advice
There are many misconceptions as to how you can ensure that your estate will be protected for inheritances
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You should be aware that:
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A Will is not enough to protect inheritances
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Your spouse/partner/children will not automatically inherit from your estate
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You cannot disinherit a spouse/child in your Will
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Your estate could take up to 3-years before beneficiaries inherit
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Protecting the value of inheritances:
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The value of your estate may be reduced by Inheritance tax
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Care home fees can decimate your estate for passing on inheritances
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Your estate will be reduced by expensive solicitor Probate fees and costs
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Gifting property or money can have adverse results for your estate and your beneficiaries
Here to protect your estate
The principal areas to consider for your inheritance protection are:
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Making a Will or a Will Trust – setting out your inheritance wishes
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Setting up a Family Trust for control of your intended inheritances and to protect your assets from the many threats to estates
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Inheritance Tax planning – to minimise or avoid IHT (Inheritance Taxation)
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Arranging a Power of Attorney – making sure your financial affairs, health care and welfare are protected
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Here at Charterhouse Inheritance Planning our deep understanding of Inheritance Tax laws allows us to craft strategies that minimise tax liabilities, ensuring more of your estate goes to your loved ones. We help clients across Central Scotland and the Scottish Borders, in partnership with Dallas McMillan Solicitors, who like us are based in Glasgow.
Secure your family’s future today
Call Charterhouse Inheritance Planning in Glasgow to discuss your inheritance planning needs or email colin@cipscotland.co.uk. Let’s create a plan that protects what matters most
