Family Financial Planning helps families across the Central Belt of Scotland put wills, powers of attorney, trusts and tax planning in place, in plain language and at their own kitchen table.
Richard Cassidy has worked in financial services and estate planning for more than 20 years. You deal with Richard directly, so you don't get passed between departments or have to explain your family twice.
There's no office and no call centre. Richard comes to you, usually to your home, and goes through what you own, who matters to you and what you want to happen. He then arranges the legal work through our specialist legal partners. Everything is written in plain English, and wills, powers of attorney and trusts are drawn up under Scots law, which differs from England and Wales in ways that matter. The first conversation is free.
Wills, power of attorney, trusts, inheritance tax, family protection and long-term care planning. They tend to connect: a will shapes what a trust needs to do, and gifts made to save tax can affect care funding later. Planning them together avoids gaps. You can see each one in detail under Services.
Solicitors, accountants and other advisers bring us clients who need estate planning alongside their own work. Richard keeps you and your client informed and stays within his own remit. There's more on how that works in the For Professionals section.
Call Richard or send a message. The first conversation is free, with no obligation to go further.
