Being independent allows us to work on YOUR BEHALF!!
Inheritance Planning
Are you concerned what will happen to your estate on your death?
 What
Inheritance tax, if any, would be payable? (previously known as
“Death Tax”)
Would you like to gift monies to grandchildren or set up a Life
Insurance Trust for beneficiaries?
Are you concerned what would happen if you required long term
care. How would you pay nursing home fees?
We can provide you with the appropriate advice and guidance to help safeguard
your estate for your family, and ensure your wishes are taken
care of.
We provide not only expert advice, but also a full arrangement service.
All forms, applications are completed by us and we fully liase with lenders, providers, solicitors, accountants, surveyors and so on.
Being independent allows us to work on YOUR BEHALF!!
You may find the following usefuL:
QUALIFICATIONS PAGE and CUSTOMER COMMENTS
You can email us by CLICKING HERE
When you use a Chartered firm you are dealing with proven professionals.
Based in Uddingston we are able to provide consultations in the comfort of your home throughout Lanarkshire, Glasgow and Central Scotland.
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For advice on any of the above, Contact
Us now.
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