The Reid Partnership - Specialist advice for Farmers

As someone with close friends and relations whose families have been involved in farming for many generations, I have first-hand knowledge of the specific needs and pressures that members of the farming community face.

This experience has enabled me to offer dedicated financial advice to farmers and their families for over 25 years. This can range from the development of carefully constructed investment and retirement strategies to overcome today’s financial challenges, through to the equally important area of succession planning - ensuring that, when the time is right, the farm passes safely and smoothly onto the next generation.

With this experience, I can help you grow and protect your wealth, which includes:

Developing investment and savings strategies recognising your financial priorities and attitude to risk for your personal and business needs

Succession planning for the farm to be safely passed onto the next generation leaving you financially secure to enjoy your retirement

Inheritance Tax Planning and Will* arrangements to protect your assets from taxation and provide peace of mind to those closest to you

Providing a clear understanding of how the accounting basis of your business can influence your choices of investment

Maximising the benefits of Agricultural Relief and Business Property Relief enabling it to work harder in helping the farm business

"I have known William for 12 years. His advice has proved invaluable in helping us hand down the farm to my son, whilst giving me and my wife financial security and reassurance for the years ahead."

M. Irvine, Perthshire

"I have been investing with Mr Bill Reid of St. James's Place Wealth Management for a number of years now and to date am very happy with results. I hope to increase my involvements with the Group in the future.

Mr Reid has a good grip of the Farming Industry. Investing with them is one of the best means of diversification I can think of."

Alex Murray, Perthshire, Farmer

Our advice goes beyond simply recommending the right financial policy or product, I believe it is important to take the time necessary to build a relationship with you and get to understand your farm business to create a bespoke financial plan that will help you achieve your financial aims and aspirations.

This can often involve also working with other complementary advisers, such as solicitors and accountants to ensure a comprehensively approach to financial planning.

*Wills are a separate and distinct service to those offered by St. James's Place and are not regulated by the Financial Services Authority.

Young Farmers Club more

Investment Strategies more

Succession Planning more

Inheritance Tax Planning and Will Arrangements more

Accounting more

Agricultural & Business Property Relief more