Inheritance Tax Protection

Explore your options for inheritance tax planning and make informed decisions about the estate you leave behind. We can help you consider how your home, savings and other assets could pass to the people who matter most.

Plan Ahead. Protect Your Legacy.

Understanding Inheritance Tax

Inheritance tax can affect how much of your estate passes to your loved ones. Planning ahead gives you time to understand your potential liability and explore the allowances, exemptions and arrangements that may be available to you.

Your circumstances, the value of your estate and who you intend to leave it to can all influence your position. We can help you understand the options relevant to your needs.

What Forms Part of Your Estate?

Your estate may include your home, other properties, bank accounts, savings, investments, vehicles and personal possessions. Certain gifts and insurance policies may also need to be considered when assessing your inheritance tax position.

Understanding what you own and how those assets are held is an important first step towards making an effective estate plan.

Gifts to Children, Grandchildren and Loved Ones

Giving money or property to loved ones during your lifetime may form part of your estate planning. However, the tax treatment depends on the type of gift, when it is made and whether you continue to benefit from it.

Before transferring significant assets, particularly your home, it is important to understand the implications for your ownership, financial security and future needs. We can help you explore your options before making a decision.

Exploring Family Trusts

A family trust may be an option to consider as part of a wider estate plan. Depending on its structure and your circumstances, it can provide a way to manage assets and set out how they should benefit your chosen beneficiaries.

Trusts have their own tax rules, costs and ongoing responsibilities. Their suitability needs careful consideration, including how they could affect your inheritance tax position and access to your assets.

Planning Around Your Circumstances

Every estate is different. Whether you are planning as an individual or a couple, have children or wish to leave assets to other beneficiaries, your arrangements should reflect your circumstances and wishes.

We take the time to understand your priorities, explain the available options and help you consider a plan for the future.

Take the First Step Towards Protecting Your Legacy

Make time today to consider what you want to leave behind. Speak to us about inheritance tax planning and explore how to organise your estate with your loved ones and future wishes in mind.

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"

"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."

"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."

"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."

"Hassle free First class service with very knowledgeable and friendly staff ."

"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."

"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."