Charterhouse Inheritance Planning
Protect your estate for family inheritance
Why Choose Us?
Here at Charterhouse Inheritance Planning, we pride ourselves on our reputation
Established in 2009
Featured Review
Quality Service for the legal completion of Last Wills and Testaments and Trust Deed Documents
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 ahea
Business overview
Charterhouse Inheritance Planning, in association with Dallas McMIllan solicitors advise and arrange essential deeds and documents to protect your estate for your beneficiaries.
Charterhouse Inheritance Planning, established in 2009, are a well-known inheritance and estate planning business. We advise clients on all aspects of creating Wills, Power of Attorneys, Will Trusts and Family Trusts to protect their assets (property and savings) from the many risks that can seriously reduce the value of their estate for their planned inheritances to family and friends. Working in association with a large solicitor practice in the centre of Glasgow whose expertise is Family and Estate Law, we specialise in asset and inheritance protection - including Inheritance tax solutions.
Unlike many other estate planning businesses whose principal operation is to "create a sale at any price", we do not work on a commission basis - this assures our clients that all advice given and services executed is targeted at what is best for the client. All appointments are delivered at our client`s home wherein we assess their family and financial situation and explain any issues they may face during their lifetime (or thereafter). This allows us to advise them of all the various options open to them and the relevant costs of implementing any option they choose.
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Products & Services
Wills, Family Protection Trusts and IHT planning
Inheritance Planning
Family Trusts
Power Of Attorney
Will Trusts
Wills
Estate Planning
Inheritance Tax Planning
Property Protection Trusts
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Reviews
Featured review
Quality Service for the legal completion of Last Wills and Testaments and Trust Deed Documents
5Colin 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.
Excellent Service
5Future Financial Planning Request
5Arranged 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.