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.

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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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A guide to inheritance tax

Inheritance Tax (IHT) is a widely unpopular tax, but planning ahead can limit IHT exposure.

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Newsletter

Weekly Tax Update 18 September

The latest edition of the Weekly Tax Update newsletter, covering business and private client tax matters.

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.

Newsletter

Investment Outlook September 2017

In the September issue: Markets seek safety amid US-North Korea tensions, plus market highlights and market review.

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. 

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Events

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