Inherently unfair?
1 July 2022Inheritance Tax (IHT) is widely viewed as unfair, and even the experts agree it’s complex: only effective and early planning can minimise its impact on your estate.
Providing specialist financial advice to help you meet your life goals.
We serve clients in Perth and surrounding areas of Perthshire with high quality financial planning and advice.
Macintyre Wealth Management is a family-run business, established by its directors Andrew and Jennifer Macintyre in 2018. Andrew is a Chartered Financial Planner with more than 20 years’ experience working in senior financial services roles. Located in Aberfeldy, we serve clients in and around Perth, Pitlochry, Aberfeldy, Dunkeld and Crieff.
As a Partner Practice of St. James’s Place, we offer an approachable and professional financial planning service from an experienced team.
Learn MoreVouchedFor is an independent service which allows individuals to review their financial advisers. Macintyre Wealth Management have been highly recommended by the people we work with.
Read ReviewsOur highly experienced team are here to support you and ensure that you’ll always receive an excellent level of service.
Learn MoreInheritance Tax (IHT) is widely viewed as unfair, and even the experts agree it’s complex: only effective and early planning can minimise its impact on your estate.
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“The MWM team have provided a comprehensive set of services that have allowed me to plan my early retirement with confidence. I would not have known how to do this without the help from Andrew, Jennifer and their team. The services they deliver definitely feel specific to my own situation and life choices, and that personal level of detail is very much appreciated. The company also gets involved in local projects and are truly part of the community - there are good ethics here.”
Client Review - Ewan Watson, PerthshireFind out how we can help you by booking a meeting, which will take you directly to our calendar, giving us a call on 01887 377810 or emailing us at macintyrewealth@sjpp.co.uk
Alternatively, fill out the contact form below and a member of our team will be in touch.
Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.