Services

Smith & Williamson offer a range of services for individuals and families

We offer investment management, tax advisory, personal financial planning and banking services to private clients.

Our services

Meeting your needs

Planning your retirement

Planning your retirement

Regular reviews of your pension arrangements are available to help you decide what’s right for you before, at and during retirement.

Investment planning

Planning your investments

Advising you on appropriate asset allocation across all your investments based on your attitude to risk.

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Introduction to inheritance tax

A tax that can apply on lifetime transfers, on an estate at death, on many transfers into and out of trusts and on some transfers made by or to narrowly-owned companies.

weekly tax update, tax update, tax, pension, property tax, HMRC, personal tax, IHT tax, business tax, paye, VAT

Weekly Tax update 17 January

The latest tax and VAT round up for this week.

Buy to let

Buy-to-let - What do the recent changes mean for you?

With extra stamp duty land tax on the purchase of additional residential properties and the new restriction on relief for finance costs, landlords need to take action to minimise the impact of these changes.

Investment Outlook 2017

Investment Outlook January 2018

In the January issue: We examine the likely drivers of market growth and risks for the year ahead.

Executive financial counselling, finance, personal financial tax, tax planning service, financial goals

Executive financial counselling

Our unique executive financial counselling service provides a combined personal financial and tax planning service to key individuals within the company to help them achieve their financial goals. 

Personal Services

Services

We offer investment management, tax advisory, personal financial planning and banking services to private clients.

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