Heather Macqueen Ltd Independent financial advice
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Skip Navigation Links
Protection Planning
Retirement Planning
Savings & Investments
Tax Planning

Tax Planning

At Heather Macqueen Ltd, we aim to provide you with tax advice as part of your financial planning to ensure you do not need to pay any more tax than you need to.

This will involve helping you to make the most of your tax-free allowances each year and reducing the impact that tax can have on your investments.

In the past, Inheritance Tax, was something which only the very wealthy worried about. However, these days, assets such as your property and accrued investments can all add up to exceed the Inheritance Tax threshold (currently £325,000). Anything above this limit will be taxed at 40%.

We will help you protect your assets wherever possible and, with the correct planning, you may be able to pass these on to your family without the burden of unnecessary taxation.


Heather Macqueen Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 616407, Registered in Scotland No SC 383739. Registered Office: 27 Orchard Gardens, Strathaven ML10 6UN. Trading Office: 17c Townhead Street, Strathaven ML10 6AB The guidance contained within this website is subject to the UK regulatory regime and is primarily targeted at customers in the UK. ©2015 Heather Macqueen Ltd +44 (0)1357 520095 heather@heathermacqueen.co.uk