Inheritance Tax Planning
Even if you only consider yourself to be of moderate wealth you may still need to consider reviewing your options particularly if you own property or have savings.
We understand that you’ll want to know how much we charge, that’s why we provide competitive ‘Fixed Fee’ quotations.
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Our panel are fully regulated and hold Diplomas in Financial Planning and an Advanced Diploma in Pension Planning.
The process of Inheritance Tax Planning (also known as Estate Planning) can be complex and it’s an area where costly mistakes can be made. For that reason, Tax Planning requires expert professional advice, particularly if you need to make provision for vulnerable or minor beneficiaries.
Scottish Pensions’ team of Inheritance Tax Planners and Financial Advisers work extensively throughout the whole of Scotland offering a broad range of Financial Planning and Investment Advice.
For a Free Consultation just complete our online enquiry form or Telephone 0141 340 9780.