Inheritance Planning advice in Glasgow and across Scotland
Charterhouse Inheritance Planning offers tailored solutions in Glasgow, Central Scotland and the Scottish borders, ensuring your estate is protected for your family’s future.
We offer weekday and weekend appointments to fit your schedule.
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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 on inheritance protection can seriously affect the value of your estate for their inheritances.
Here at Charterhouse Inheritance Planning, we offer astute inheritance planning advice for clients in the Glasgow and surrounding areas of Scotland. Our family-run company offers a bespoke, specialist service and has more than 15-years of experience in successful inheritance planning for our clients. Our professional inheritance planning covers all aspects of estate planning, protected property protection, inheritance protection, estate taxation in the UK, inheritance tax planning, avoiding IHT or minimising inheritance tax, and the overall financial planning of your assets. This includes Wills, Power of Attorneys and Family Trusts.
The timing for planning to protect your family inheritances is extremely important as there can be time-limiting issues that will affect your estate values and your intended beneficiaries.
Take action today to protect your assets with our help. We offer impartial advice on estate family law in Scotland. With personalised, in-home, consultations we assess your family and financial situation and guide you through the options. Why not get in touch with us 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 if you only have a Will -
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A Will is not enough to protect your estate values
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Your spouse/partner/children will not automatically inherit from your estate - The Right to Succession Act sets out legally the share a beneficiary can inherit
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You cannot legally disinherit a spouse/child/relative in your Will
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Your estate could take up to 3-years expensive Probate process before beneficiaries inherit
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Any future changes in family circumstances (for example, deaths/divorces) are not covered in your existing Will
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Protecting the value of inheritances:
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The value of your estate may be reduced by Inheritance Tax ((IHT) that can be avoided
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Care home fees can decimate your estate and seriously reduce your intended values of 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 also for your beneficiaries
Careful, professionally arranged inheritance planning can avoid all these risks.
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 the value of your assets from the many threats to your estate
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Minimising any potential expensive solicitor and court charges (Probate / Executry)
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Inheritance Tax planning – to minimise or even avoid IHT (estate tax in the UK)
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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 laws allows us to prepare and advise on proven strategies. These will minimise any potential tax liabilities, ensuring more of your estate goes to your loved ones.
We help clients across Central and Southern Scotland in partnership with Taylor & Henderson solicitors, acclaimed family estate law solicitors.
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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 to you
