0141 332 4181

Estate Planning

Helping you safeguard finances for your loved ones

The following guidance and advice is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

What legacy would you like to leave behind?

We all want to leave a lasting legacy that supports our loved ones. While you may take due care and attention in providing for your retirement and family, beneficiaries to your estate could be left with a sizeable inheritance tax (IHT) bill if the appropriate steps are not taken. 

Our estate planning services in Glasgow

Thankfully, there are a number of investment and planning solutions to help reduce any IHT liability during your lifetime, including:

    Utilising IHT exemptions, allowances and reliefs
    Setting up lifetime gifts

For more details on how we can help with estate planning in Scotland, click here.

*Not all Inheritance Tax planning solutions are regulated by the Financial Conduct Authority. Tax and Trust planning are not regulated by the Financial Conduct Authority.


Looking to put a plan in place?

Estate Planning - Financial Advisers in Glasgow City Centre

Although they are based in Glasgow and I live on the East Coast, I have always had the satisfaction of receiving immediate attention and thoroughly recommend M B Financial Planning to all who are looking for help, advice, and real understanding of their financial needs.

PCB, Dunbar

Do I need to update my existing estate plan?

Regularly reviewing your estate plan to account for changes in legislation and personal circumstances can ensure that your last wishes are met on your death. 
Some examples of when you should update your estate plan include if you: 

    Recently married or divorced
    Received an inheritance
    Have a new child or grandchild
    A change in executors or trustees

Estate Planning Advice across the Central Belt of Scotland

If you're looking for estate planning advice in Dunbartonshire, Glasgow or Edinburgh, we may be able to help. For more information on what we can do, please call 0141 332 4181 complete the online contact form below.

Meet the Directors

  • Andrew Shimmer photo

    Stewart McNeill


  • Ann Maisner photo

    Ross Bottomley


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