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 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, 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 and your intended beneficiaries.
Take action today to protect your assets with our help. We offer impartial advice on estate tax in the UK. With personalised in-home consultations we assess your family and financial situation and guide you through the options. This is done on a non-commission basis. 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 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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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 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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How to avoid 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 your estate
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Minimising any potential expensive solicitor and court charges
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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 Tax laws allows us to prepare and advise on proven strategies. These will minimise tax liabilities, ensuring more of your estate goes to your loved ones.
We help clients across Central Scotland and the Scottish mainland, in partnership with Taylor & Henderson solicitors, who are based in Ayrshire.
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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
