The Reid Partnership
An introduction to The Reid Partnership
The Reid Partnership offers bespoke advice on all aspects of tax, trusts*, and investment management, through face to face guidance and also Seminars run by Bill. We are recognised as one of the primary Practices in the Tax and Trust field within St. James's Place.

We specialise in working with people who wish to take steps to both protect what they have now, as well as ensuring they can pass on the maximum amounts possible without erosion by Inheritance Tax or Long Term Care.

Our expertise is not confined to just Scottish Law, having offices in Perth, Manchester, Preston and Leigh. We encompass the modern family that tends to have more complicated needs. Within our Practice we have experts in every financial area.

We offer a personal Wealth Management Service. We do not provide off the shelf (or off the web) solutions, but offer you the benefit of a single relationship to meet all your financial needs whether your priority is to:

  • Take steps to mitigate or remove Inheritance Tax liability

  • Protect assets against assessment for Long Term Care needs

  • Invest to build or preserve Capital

  • Invest to maximise tax efficient income

  • Manage Cash and Borrowings


    • *Trusts are not regulated by the Financial Services Authority.


    Our Investment Approach
        more
    Portfolio Management Service
        more
    Working with other specialists
        more