Free expert guides and real-life Case Studies

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Guide to Tax Year End

Now updated for 2018-19! Our straightforward, easy to read guide will help you transform your approach to Tax Year End Planning. This guide reveals how to maximise private pension tax relief, how you can reduce your IHT bill and much more!

Guide to Divorce and Separation

Unravelling joint finances can be difficult. We’ve created this straightforward guide to help divorcing and separating co-habiting couples to decide on the best way to divide up what they own and manage their individual finances moving forward.

Case Study: Over £400k Inheritance Tax Saving

If you’ve been putting off your Estate Planning for a while now then this Case Study is a must-read! Mrs D was referred to us at age 90 by her daughter. Our strategic planning saved her over £400k that would have otherwise gone to the taxman. Click download now to find out what we did.

 

DISCLAIMER: Please note that the resources on our website are for informational purposes only and are not advice. You should discuss your requirements with an Independent Financial Adviser before taking action in relation to Financial Planning.

Case Studies outline the actual results that we have achieved for genuine clients of Innes Reid Investments Limited who have consented to the publication of their story and approved its content. Full names have been withheld and stock imagery has been used to protect their identities.

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