Charterhouse Inheritance Planning

Protect your estate for family inheritance

   Open today 09:00 - 17:00

Why Choose Us?

Family Owned
Weekend Appointments Available
Home Visits

Here at Charterhouse Inheritance Planning, we pride ourselves on our reputation

Established in 2009

Featured Review

5

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...d 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.

Excerpt from a review by on 11 Feb 2025

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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Family Trust can protect your property, savings and investments from the many serious risks that can devalue your estate for passing on to your family and loved ones.
Plan ahead to ensure that your estate`s burden for IHT has been reduced, or even completely avoided.
Care Home contributions can seriously deplete your estate for passing on inheritances to your family. There are solutions open to you to protect your estate.
Family Trusts ensure that your wishes for inheritance from you actually happen as you had wanted, and without passing on any taxation burden
A Power of Attorney ensures that people you trust and know you well can help you with your financial affairs and health/welfare decisions, should you be unable to manage your affairs

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

Reviews

Featured review

Quality Service for the legal completion of Last Wills and Testaments and Trust Deed Documents

5
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.
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Excellent Service

5
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
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Future Financial Planning Request

5
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.
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Helpful, approachable, and very fair indeed

5
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.
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Trust fund /PoA

5
Hassle free First class service with very knowledgeable and friendly staff .
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