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

Trusts

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

Get in touch

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

Our testimonials

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.

Stewart McNeill
Director
Ross Bottomley
Director

Financial services for individuals and businesses in Glasgow and throughout Scotland.

All of the photographs featured across the website have been taken by friends, family and loved ones throughout Scotland.

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M B Financial Planning is a trade name of M B Financial Planning Limited.
M B Financial Planning Limited is registered in Scotland no. SC517602. Registered office, Bradbury House, 10 High Craighall Road, Glasgow G4 9UD.
Authorised and regulated by the Financial Conduct Authority. M B Financial Planning Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 915191. If you wish to register a complaint, please write to us at the address above or email us at ku.oc.pfbm%40ofni
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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