Financial Services
McLean Reid provides independent financial advice on a range of issues affecting both you and your business.
Our friendly and professional team can advise on:
- Investment options – We can look at a wide range of options to suit your needs, including ISAs, bonds and trusts.
- Taxation issues – With careful tax planning our experts can help to minimise the IHT burden to ensure as much of your wealth as possible goes to your chosen beneficiaries.
- Business Protection – Talk to us about options such as critical illness benefit, group death in service and loan protection.
- Retirement Planning – Early planning is crucial when making arrangements for your future. Our experts can guide you through the range of options which might be available to you.
- Employee Benefits – We can help you decide on the most appropriate benefit for both your business and its employees. Talk to us about company pension schemes, critical illness benefit, share options and life, medical and health insurance.
- Personal and Family Protection – Few of us like to think about what would happen in the event of serious illness or death. However, it is essential to think about what would happen to our families and business should the worst happen. Talk to us about accident, sickness and unemployment cover, critical illness benefit, income protection, mortgage loan protection and buildings and contents insurance.
- Divorce – Divorce can be traumatic enough, without the added worry of how it may affect your pension. We can guide you through this complex area – contact us today.
If you would like to discuss how we can help you and your business, please contact us using the details below.
