Will Services Scotland joined the Wallace Quinn family in 2021.
transferring your assets
Estate Planning involves taking advantage of the many legitimate opportunities afforded by the Government to ensure a smooth transfer of your assets to your beneficiaries.
On this page we’ll introduce some of the mechanisms that you may wish to consider when planning the transfer of your estate.
Planning for Long Term Care
Many people are worried, as they grow older, about what will happen if they need to go into long-term care.
Pre-Paid Funeral Plans
Family Protection Trust
A FPT can potentially help you avoid executry costs and care costs, ensures your children do not inherit at the wrong time, avoids creating or compounding an Inheritance Tax liability for children, can help to minimise Legal Rights claims and Incapacity issues and helps avoid sideways disinheritance.
Protective Property Will
In the event a surviving partner was to remarry, the Protective Property Will ensures your share of the home will be safeguarded for your children’s inheritance which in turn can help protect your share of the property from care costs.
Office, home or digital appointments
We all lead busy lives and here at Wallace Quinn we offer appointments in a variety of ways