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About Us

At Active Estate Planning we understand that support and guidance in later life is needed to ensure happiness and peace of mind, as life expectancy increases there is a greater need for financial planning and support.

Based in Glasgow our team offer guidance and support to ensure you get the peace of mind that comes with having your affairs in order.

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Retirement plan Ayrshire

We strive to have an open consultative approach and recommend only the solutions needed to suit our clients needs.

We offer to our clients the option of conducting our business in our office or if they prefer in to comfort of their own homes.

About Us

At Active Estate Planning we understand that support and guidance in later life is needed to ensure happiness and peace of mind, as life expectancy increases there is a greater need for financial planning and support.

Based in Glasgow our team offer guidance and support to ensure you get the peace of mind that comes with having your affairs in order.

Find Out More
Retirement plan Ayrshire

We strive to have an open consultative approach and recommend only the solutions needed to suit our clients needs.

We offer to our clients the option of conducting our business in our office or if they prefer in to comfort of their own homes.

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Funeral Plans

When you take out an Active Estate Planning plan, all of your funeral wishes are captured so your family is fully informed of your personal requests and wishes.

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Wills

A Will is the most effective way of expressing your final wishes and enables you the control to specify who inherits the personal assets that you have obtained over the years.

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Power of Attorney

As we get older, each of us faces a significant risk that we will lose our ability to deal with our affairs; A Power of Attorney is essential to effectively plan ahead and protect your family.

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Family Protection Trusts

Family Trusts can reduce high solicitor fees for probate and executory when someone passes away which means assets are distributed to families when they need it most.

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Inheritance Tax

Inheritance Tax is often described as a voluntary tax. This does not mean that at the time you die the Revenue asks whether you would like to pay the tax or not.

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Retirement plan Ayrshire

If you would like one of our team to get in touch with you to give some professional guidance, just fill in the form to the right in order for someone to get back to you! If you would like to get in touch directly you can contact us on 01292 773104!

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