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.

How we can help

Meeting your needs

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.

Planning your investments

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

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Related insights

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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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Buy-to-let property - 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.

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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