Planning your finances for the future

If you want to secure your family’s financial future, but don’t know where to start, here are just some of the challenges on which our clients typically seek our advice.
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.

Planning your investments

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

Planning for care in later life

How should I plan for the costs of care in later life or for an elderly relative?

Protecting your family

How will I provide for my family if I die or suffer a serious illness?

Passing on your estate

How can I ensure my loved-ones aren’t left counting the cost when I die?

Our investment philosophy

How can I create a personalised investment portfolio that works for me as I get older?

Investment management private

Investment management – Private clients

How do I ensure my investment portfolio will meet my future financial goals?

Personal financial planning

How do I balance my everyday financial needs with the savings I need for the future?

Tax services

Tax planning

How can I make sure I won’t pay too much tax in the future on the investments I make now?

Trusts and estate planning

Trust and estate planning

Do I need to set up a trust to pass on my estate?

Property tax issues

Property tax issues

How can I minimise my tax bill if I sell property in the future?

Tax investigations

Tax investigations

How would I deal with an HMRC tax investigation?

Related content

Keeping it in the family
Article

Keeping it in the family

Louise Somerset, Partner at Smith & Williamson looks at how planning can help families retain their wealth.

Financial education
Article

Financial education – meeting the changing needs of employees

The link between financial anxiety, stress and lower productivity in the UK is increasingly apparent. Financial education as an employee benefit is on the rise.

Higher earners should use pension allowances before they are lost
Article

Higher earners should use pension allowances before they are lost

What you need to know about carrying forward your annual allowance

ISA rules revamp aids retirement saving options
Article

ISA rules revamp aids retirement saving options

The ISA regime shake up brings huge opportunities for tax efficient savings. What are the changes and how can they help you?

Pensions advice allowance
Article

Pensions advice allowance

As part of the newly-introduced pension freedoms, the Pensions Advice Allowance was created to enable scheme members to access financial advice.

Amiri Construction
News

Smith & Williamson advises Amiri Construction on succession planning

Smith & Williamson worked with the founder shareholders of Amiri Construction Limited to support their succession plans.

Smith & Williamson websites use cookies. Find out about cookies here. By continuing to browse this site you are agreeing to our use of cookies.