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Charterhouse Inheritance Planning logo
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Charterhouse Inheritance Planning

Glasgow, Eas Renfrewshire

Charterhouse Inheritance Planning logo
C

Charterhouse Inheritance Planning

Glasgow, Eas Renfrewshire

About

Consultation, advice and arranging of Wills, Powers of Attorney, Will Trusts and Discretionary Trusts.
Initial consultation can be over the phone or face-to-face and comes at no cost to the client(s). We work in partnership with one of the leading solicitor practices in Scotland with exceptional expertise in estate and inheritance planning to ensure clients wishes are strictly adhered to and protects their assets accordingly.

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Q&A

This area of expertise provides me with a complete sense of satisfaction seeing our clients` relax knowing that they have arranged their estate assets for beneficiaries according to their wishes - and this gives the clients` total peace of mind that no matter what the future throws at them, they have arranged their matters to suit their needs and aspirations.

I previously worked for a large firm of solicitors in Glasgow city centre providing estate planning to the public. Increasingly I became uncomfortable with the solicitor partners` growing need for sales "at any cost" as this was impacting on best practices to the client. I decided to create my own estate planning business to offer the public a better level of service targeted to their needs and wishes.

CIP is service-driven not sales-driven: we have a proven record of satisfying our clients` life-planning needs and wishes, with our primary aim "to exceed the clients` expectations. We ask the clients questions that other so-called "experts" do not and this ensures that whatever service we arrange for the client they can rest assured that it will encompass all future problems that may occur, and at a more sensible cost to the client.