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
Newsletter

Weekly Tax Update 28 November

The latest summary of personal and business tax.

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.

Financial markets outlook
Newsletter

Investment Outlook November 2017

In the November issue: The global economic recovery gathers pace, 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. 

Personal Services

Services

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

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