Financial & Estate Planning

Some of our clients in contemplating making their New Will, find themselves unsure about whether or not their estate may be liable for Inheritance tax, or indeed, how much their estate might be worth. Whilst we are neither insured to provide financial advice nor authorised/regulated by the Financial Services Authority to provide financial advice, we work very closely with a network of trusted Investment Managers throughout Scotland who provide a complete range of financial services throughout Scotland. Those services include:

  1. Inheritance Tax Assessment and strategic planning;
  2. Pension advice/review and retirement planning;
  3. Asset Valuation using “True Potential” online asset valuation system;
  4. Lump Sum Investment advice;
  5. Protection plans;
  6. Asset search for Bereavement; and
  7. Trust Deed service.

If you would like a telephone call from an experienced Investment Manager, please complete our contact form and an advisor will be in touch with you by return.