Service
Estate Planning Services in Glasgow
Fixed-fee estate planning with a clear scope, practical guidance and ACCA-regulated support.
Overview
Protect and Distribute Your Assets with Confidence
Countify provides expert estate planning services in Glasgow, including inheritance tax planning and trusts. We ensure your assets are protected and distributed according to your wishes.
What you get
Estate Planning Services in Glasgow
Our estate planning services are designed to help you protect your assets and plan for the future. We provide tailored solutions, including inheritance tax planning and trusts, to ensure your wishes are fulfilled.
Key benefits
Inheritance tax planning
Creation and management of trusts
Protection of your assets
Tailored estate planning solutions
Peace of mind for your family’s future
Why choose Countify
Estate Planning, done right.
Countify’s estate planning services ensure your assets are protected and distributed according to your wishes. With our expertise, you can plan for the future with confidence.
How we work
Predictable, fixed-fee engagements.
Estate Planning starts with a free discovery call. From there, we agree the scope and fixed fee upfront, so there are no surprises on your invoice. Once instructed, we deal directly with the relevant records, authorities and software access needed for this service.
- Step 01
Free discovery call
A 20-minute chat to understand your estate planning needs, deadlines, and current records.
- Step 02
Fixed-fee proposal
We confirm the estate planning scope and price in writing through an engagement letter.
- Step 03
Onboarding & delivery
We collect the information needed for estate planning and keep each agreed deadline visible.
For estate planning, we support clients in Glasgow city centre, across Scotland, and throughout the UK via Xero, QuickBooks Online, FreeAgent and secure document sharing. Day-to-day contact is with your named accountant.
Free calculator
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Related guides
Read more about
estate planning.
Estate planning involves arranging the management and distribution of your assets after your death or in the event of incapacity.
Estate planning ensures your assets are protected, reduces inheritance tax liabilities, and ensures your wishes are fulfilled.
Our services include inheritance tax planning, creation of trusts, and asset protection strategies.
Yes, we provide expert advice on reducing inheritance tax liabilities and protecting your assets.
The process varies depending on the complexity of your estate, but we aim to provide timely and effective solutions.
Get started
Take control of your
numbers today.
Free, no-obligation consultation. We agree the fee upfront — no surprises.
- Expert advice
- Fixed fees
- Fast response